investment research analyst

MERCOR

<div>About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Equity Research Expert 
Type: Contract 
Compensation: $120/hour 
Location: Remote 
Duration: Four weeks 
Commitment: 10+ hours/week
Role Responsibilities<ul><li>
Analyze and extract information from public SEC filings to support AI model training.</li><li>
Evaluate the accuracy and depth of AI-generated content in equity research to improve model outputs.</li><li>
Provide structured feedback to AI research teams to enhance training data quality.</li><li>
Work independently and asynchronously to meet deadlines while improving AI model performance.</li></ul>
Qualifications
Must-Have<ul><li>
At least 2 years of experience in equity research at top firms.</li><li>
Hands-on experience with analyzing and extracting info from public SEC filings.</li></ul>
Start Date<ul><li>
Mid-February</li></ul>
Application Process (Takes 20&ndash;30 mins to complete)<ul><li>
Upload resume</li><li>
AI interview based on your resume</li><li>
Submit form</li></ul>
Resources &amp; Support<ul><li>
For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>
For any help or support, reach out to: support@mercor.com</li></ul>
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.</div>

Investment Research Analyst

Leeds Professional Resources

<div>
 
 We are seeking a Portfolio Analyst to join our client's team! The Portfolio Analyst will work closely with the Investment Policy Committee (IPC) and support staff to assist in all areas of the investment process. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related functions. Jr analysts will also be involved with various reporting due diligence assignments and client presentations.
 
 
 
 
 
 Responsibilities:
 
 <ul>
 <li>
 Support with macro and micro economic research and monitoring.
 </li>
 <li>
 Conducting qualitative and quantitative analysis of various asset classes, financial instruments, and multi-asset portfolio models.
 </li>
 <li>
 Develop and recommend investment solutions using a broad array of asset allocation and client risk tolerance tools and resources.
 </li>
 <li>
 Execute multi-million-dollar block trades and/or individual client account rebalances.
 </li>
 <li>
 Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates.
 </li>
 <li>
 Monitor and track all firm investments to ensure optimal performance and risk-management.
 </li>
 <li>
 Assist with weekly IPC review meetings.
 </li>
 <li>
 Drive improvements and efficiencies in data processes and management.
 </li>
 <li>
 Prepare financial proposals and client portfolio reviews as needed.
 </li>
 <li>
 Perform research and execute special projects on request.
 </li>
 </ul>
 
 
 
 
 
 
 
 Qualifications:
 
 <ul>
 <li>
 Strong passion and knowledge of global financial markets.
 </li>
 <li>
 Ability to interact and communicate effectively with colleagues and clients, and willingness to perform a wide range of tasks.
 </li>
 <li>
 Attention to detail, critical thinking, resourcefulness, multi-tasking, and working independently.
 </li>
 <li>
 Solid analytical and modeling skills in Microsoft Excel, with intermediate knowledge of Visual Basic Application (VBA) a plus.
 </li>
 <li>
 Excellent written and verbal communication skills.
 </li>
 <li>
 Experience and comfort trading high net worth accounts a major plus.
 </li>
 <li>
 Minimum three-five years in the financial field.
 </li>
 </ul>
 
 
</div>

Portfolio Analyst - Financial Services

Plutus21

<div>Duration: 6 Months 
Mode: Remote 
Commitment: 30&ndash;40 hours per week 
Cohort Size: 5 Fellows 
Conversion: Top 2 Fellows receive Full-Time Investment Role Offers
Program Summary
The Equity Research Analyst Fellowship is a 6 month, performance driven program for final year students and fresh graduates who want to build real buy-side experience in global public markets.
We will select 5 fellows.
During the program, fellows will:<ul><li>
Research global public companies across AI, fintech, blockchain, and technology</li><li>
Develop investment memos.</li><li>
Build and maintain structured datasets</li><li>
Track company KPIs and earnings performance</li><li>
Contribute to investor decks and partner materials</li><li>
Support LinkedIn thought leadership and research distribution</li><li>
Assist in developing internal screening and adoption-tracking tools</li></ul>
At the end of 6 months, the top 2 performing fellows will be offered full-time investment roles at Plutus21 Capital.<h2 class="jobSectionHeader">
What You Will Work On</h2><h3 class="jobSectionHeader">
Investment Research</h3><ul><li>
Develop structured Investment Memos and Reports</li><li>
Analyze earnings transcripts, regulatory filings, and investor disclosures</li><li>
Evaluate valuation frameworks, forward multiples, and capital allocation strategy</li><li>
Assess competitive positioning, industry structure, and adoption dynamics</li></ul><h3 class="jobSectionHeader">
2. Data &amp; Analytics</h3><ul><li>
Build, clean, and maintain research datasets using Python</li><li>
Track and interpret key operating and financial metrics (growth, margins, engagement, monetization, unit economics)</li><li>
Design structured tracking systems and analytical dashboards</li><li>
Contribute to the development of proprietary screening and research frameworks</li></ul><h3 class="jobSectionHeader">
3. Market Intelligence</h3><ul><li>
Monitor global equity markets and sector developments</li><li>
Track structural trends across AI, blockchain, fintech, and technology</li><li>
Produce concise research briefs and periodic market updates</li></ul><h3 class="jobSectionHeader">
4. Research Communication</h3><ul><li>
Contribute to investor reports and research publications</li><li>
Support development of research visuals and analytical exhibits</li><li>
Assist in communicating investment insights clearly and professionally</li></ul><h2 class="jobSectionHeader">
Who Should Apply</h2>
We strongly encourage applicants from non-finance backgrounds.
Ideal candidates:<ul><li>
Final-year undergraduate students or fresh graduates</li><li>
Background in Economics, Engineering, Computer Science, Data Science, Mathematics, Political Science, or related fields</li><li>
Strong analytical thinking</li><li>
Clear and concise writing ability</li><li>
Basic to intermediate Python knowledge</li><li>
Interest in global markets and technology companies</li><li>
Willingness to learn financial modeling and valuation</li></ul>
You do not need prior finance experience.
You must have intellectual curiosity and discipline.<h2 class="jobSectionHeader">
Selection Process</h2><ul><li>
Resume Submission</li><li>
One-Page Investment Memo (Topic provided)</li><li>
Final Interview</li></ul></div>

Equity Research Analyst Intership

LPL Financial

<div>
 
 Where Ambition Meets Innovation
 
 
 
 Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you&rsquo;ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
 
 
 
 Job Overview:
 
 
 
 LPL is seeking a Senior Analyst to join its Investment Research department. This individual will play a key role in our Outsourced Chief Investment Officer program and will be relied on for investment analysis, investment manager research and monitoring, risk analysis, and asset allocation. The analyst will work with LPL advisors to help develop investment models, determine equity and fixed income allocations, and create client-facing communications.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Contribute to model portfolio decision making and management as a member of the Outsourced Chief Investment Officer program.
 </li>
 <li>
 Monitor, interpret, and enhance analytic data on model risk, positioning, factor exposures, and expected forward-looking behavior for a diverse range of multi-asset portfolios.
 </li>
 <li>
 Support the process of monitoring, maintaining, and proposing trade considerations and help find efficiencies to help streamline execution.
 </li>
 <li>
 Be an active participant in client meetings and communications to explain investment model allocations, trades, and positioning rationales.
 
 
 
 </li>
 </ul>
 
 What are we looking for?
 
 
 
 We want strong collaborators who can help deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement.
 
 
 
 Requirements:
 
 
 
 <ul>
 <li>
 Bachelor's degree
 </li>
 <li>
 4+ years of experience in multi-asset investment research
 
 
 
 </li>
 </ul>
 
 Core Competencies:
 
 
 
 <ul>
 <li>
 Superior verbal and written communication skills including an ability to cogently explain portfolio management principles, positioning, and trade decisions to LPL clients
 </li>
 <li>
 Robust analytic skills and the ability to critically evaluate data
 
 
 
 </li>
 </ul>
 
 Preferences:
 
 
 
 <ul>
 <li>
 Broad knowledge of capital markets (equity, fixed income, alternatives)
 </li>
 <li>
 Proficient in the use of analytical software and data sets such as Bloomberg, Morningstar, and FactSet
 </li>
 <li>
 Series 65 preferred or willingness to obtain
 
 
 
 </li>
 </ul>
 
 Pay Range:
 
 
 
 $97,026-$161,710/year
 
 
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play &ndash; such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 
 
 
 Company Overview:
 
 
 
 LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
 
 
 At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
 
 
 For further information about LPL, please visit www.lpl.com.
 
 
 
 Join LPL Financial: Where Your Potential Meets Opportunity
 
 
 
 At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation&rsquo;s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
 
 
 
 Why LPL?
 
 
 
 <ul>
 <li>
 Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
 </li>
 <li>
 Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
 </li>
 <li>
 Unified Mission: We are one team on one mission&mdash;taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
 </li>
 <li>
 Impactful Work: Our size is just right for you to make a real impact. Learn more here!
 </li>
 <li>
 Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
 </li>
 <li>
 Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
 </li>
 <li>
 Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
 
 
 
 </li>
 </ul>
 Join the LPL team and help us make a difference by turning life&rsquo;s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
 
 
 
 Information on Interviews:
 
 
 
 LPL will only communicate with a job applicant directly from an
 
 @lplfinancial.com
 
 email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant&rsquo;s bank or credit card. Should you have any questions regarding the application process, please contact LPL&rsquo;s Human Resources Solutions Center at (855) 575-6947.
 
 
 EAC12.9.25
</div>

Senior Analyst - Research

Morgan Stanley

<div>Research
Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 2,900 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe.
Equity Research
The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity.
We are currently seeking an Associate to join our Internet team in New York, NY to focus on internet stocks.
Primary Responsibilities
<ul><li>Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics.
</li></ul><ul><li>Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news.
</li></ul><ul><li>Collaboration between multiple teams for generation of larger industry reports.
</li></ul><ul><li>Interest in and ability to leverage all available resources and build outside relationships to create differentiated content for writing research reports (company-specific or industry).
</li></ul><ul><li>Interact with institutional investors, responding to requests for models, reports and data analysis.
</li></ul><ul><li>Keep up-to-date with industry-related news flow. Analyze implications of news/industry developments to companies under coverage.
</li></ul><ul><li>Develop and maintain relationships with investor relations personnel and management of companies under coverage.
</li></ul><ul><li>Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends.
</li></ul><ul><li>Assist internal sales and trading teams in the timely analysis of breaking news in the sector.
</li></ul>Skills Required
<ul><li>The candidate should have a strong interest in Equity Research.
</li></ul><ul><li>2 to 4 years of experience in Investment Banking, Research, Capital Markets, Accounting, or Financial Services.
</li></ul><ul><li>Strong accounting and finance skills.
</li></ul><ul><li>Advanced level of Excel proficiency is expected and required.
</li></ul><ul><li>Experience writing in a professional capacity.
</li></ul><ul><li>Expected to be adaptable, work well under pressure, and multitask / reprioritize as needed.
</li></ul><ul><li>Strong attention to detail is a must.
</li></ul><ul><li>High energy, self-motivated, creative, curious, organized, and strong focus on teamwork.
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $150,000 and $200,000 per year for Associate, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Equity Research Associate – Internet

<div>Research
Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists and fixed income analysts cover all major regions and other asset classes around the globe. 
Equity Research
The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence and a passion for the markets as well as the highest level of integrity. 
We are currently seeking an experienced Associate or VP-level team member to join our Pharma and Biotech team . 
Primary Responsibilities
&bull; Creation and maintenance of earnings, valuation and industry models leveraging skills in accounting, finance and economics
&bull; Assist in writing research reports for initiations of coverage, analysis of data, earnings results, and industry news.
&bull; Interest in and ability to leverage all available resources to create differentiated content for writing research reports (company-specific or industry)
&bull; Interact with institutional investors, responding to requests for models, reports and data analysis.
&bull; Keep abreast of industry-related news flow. Analyze implications of news/industry developments to companies under coverage.
&bull; Develop and maintain relationships with investor relations personnel and management of companies under coverage
&bull; Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends.
&bull; Assist internal sales and trading teams in the timely analysis of breaking news in the sector 
Qualifications - External
&bull; The candidate will have 1 to 5 years of professional experience in Research, Finance, Accounting, and/or Healthcare/Biopharma Industry
&bull; Experience utilizing Excel to Build / Maintain Financial models, an advanced level of excel proficiency is expected and required
&bull; Experience writing in a professional capacity, e.g. crafting equity research notes / correspondence; presentation and/or development of industry reports
&bull; Strong PowerPoint and data visualization skills required
&bull; Expected to be adaptable and have the ability to work well under pressure and within the broader context of a team environment
&bull; Strong attention to detail is a must
&bull; Advanced degree in life sciences (MD or PhD), MBA, CPA or CFA is a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $150,000 and $200,000 per year for Associate, and between $225,000 and $250,000 per year for VP, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Equity Research - Biopharma Associate / VP

CAPTRUST

<div>Overview:
<div>
WHO are we looking for?</div><div></div><div> 
CAPTRUST is seeking an Institutional Investment Research Senior Associate to work within our Defined Contribution team and who will help source, underwrite, and maintain a list of approved multi-asset investment strategies. This position will assist with disseminating information on the industry and individual strategies to our internal partners including financial advisors, client service professionals, the Investment Group, Investment Committee, and occasionally directly with firm clients through written and verbal communication. Primary responsibilities may include the following, among others:</div>
Responsibilities:
<ul><li>Assist in the qualitative and quantitative evaluation of investment managers within the multi-asset universe</li><li>
Prepare detailed research reports, meeting notes, and recommendation memos for internal committees and clients</li><li>
Participate in calls and meetings with fund managers to understand their investment philosophy, process, and team dynamics</li><li>
Stay current on market trends, regulatory changes, and emerging investment strategies</li><li>
Compile quarterly updates from each investment firm and maintain an internal database</li><li>
Identify and focus on opportunities to enhance or improve the efficiency of team deliverables and operations</li><li>
Assist with due diligence and coverage for defined contribution-related investments and programs</li><li>
Assist with asset class, industry, and economic research related to defined contribution</li><li>
May perform other duties as assigned</li></ul>
Qualifications:
<div>
Minimum Qualifications:</div><ul><li>
Completion of a four-year college degree &ndash; Business Administration, Finance, Economics, or Accounting preferred</li><li>
2-3 years of experience in investment research, manager due diligence, asset management, consulting, or a related role</li></ul><div>
Desired Qualifications/Skills:</div><ul><li>
Strong communication skills, both written and verbal</li><li>
Collaborative and team-oriented</li><li>
Strong attention to detail</li><li>
Ability to manage multiple assignments, set priorities, and adapt to changing assignments</li><li>
Significant experience with Microsoft products, especially Excel/PowerPoint</li></ul><div>
WHAT can you expect from your career at CAPTRUST?</div><div></div><div> 
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There&rsquo;s a reason for it; it&rsquo;s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.</div><div></div><div> 
Our Employee Benefits Package shows how much we value our team. Some benefits include:</div><ul><li>
Company discretionary bonus</li><li>
Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms</li><li>
Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods</li><li>
Paid time off (PTO) or Paid Sick Leave (PSL)</li></ul><div>
WHERE will you be working?</div><div> 
4208 Six Forks Road Ste 1700 | Raleigh, North Carolina 27609</div><div> 
Due to the nature of the role, this is not a remote or work from home position, however there is flexibility.</div><div></div><div> 
HOW do we build a world class organization one brick at a time?</div><div></div><div> 
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div> 
Are you the next brick?</div><div> 
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div>
EEO/Diversity Statement:</div><div></div><div> 
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.</div><div> 
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate</div><div></div><div> 
This position will remain open until filled.</div></div>

Institutional Investment Research Senior Associate

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