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© All Rights Reserved. ApplyBlast.com
CAPTRUST
CAPTRUST is seeking an Investment Associate to support Financial Advisors and client service professionals in delivering investment analysis, research, and client materials for defined contribution plan clients, primarily 401(k) and 403(b) plans. This entry-level role involves assisting with the preparation of meeting materials, conducting investment research, and responding to client requests while occasionally participating in client meetings. The position requires collaboration with the advisory team to ensure deliverables are accurate, timely, and responsive to client needs.
Headquarters
Raleigh, North Carolina, United States
Company Size
1001-5000 employees
Founded
1989
CAPTRUST is a U.S.-based registered investment advisory firm that provides wealth management and financial planning services to individuals, families, and endowments, as well as retirement plan advisory services to employers and institutions. The firm also supports nonprofit organizations and institutional clients with investment advisory and fiduciary services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CAPTRUST.
11% above the average for this role