Private Markets Research Professional

CAPTRUST; Brentwood (TN); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision

401(k) with company match

HSA/FSA

Voluntary supplemental plans

Life insurance

Short-term disability

Long-term disability

Paid time off / Paid sick leave

Job summary

CAPTRUST seeks a Private Markets Research Professional to source, analyze, and monitor private market investment managers with emphasis on real estate and real assets. You will develop due diligence reports, build networks with clients, and support advisor use of investment research in client portfolios.

The role demands strong qualitative and quantitative analysis, excellent communication, and a proactive approach to engage with internal teams and external partners.

Qualifications

• Four-year college degree or combination of relevant work experience required.
• 8 years' experience in financial services investment management.
• 3+ years conducting due diligence on private capital managers.

Responsibilities

• Source, analyze, and monitor private market investment managers with emphasis on real estate and real assets.
• Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.
• Identify and implement process improvements in manager due diligence.
• Build and maintain a professional network beneficial to clients, ensuring unique access and value-add.
• Aid in creation and distribution of client-facing materials related to approved fund options.
• Encourage and assist advisors in applying investment strategies and research for client portfolios.

Skills

Due diligence

Financial analysis

Communication skills

Relationship building

Proactive engagement

Education

Bachelor's degree or equivalent experience

CFA or CAIA preferred

Job description

Responsibilities

CAPTRUST is seeking a

• Source, analyze, recommend, and monitor private market investment managers, with an emphasis on real estate and real assets opportunities
• Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors
• Identify and implement process improvements in manager due diligence
• Build and maintain a professional network that is beneficial to clients, ensuring unique access and distinctive value-add
• Aid in the creation and distribution of client-facing materials related to approved fund options
• Encourage and assist advisors in the ongoing application of investment strategies and research for the betterment of their clients and their portfolios
• Help the firm advance conversations around new business opportunities through stellar client relationship management and lending subject matter expertise to prospective client pitches

WHO are we looking for?

CAPTRUST is seeking a Private Markets Research Professional who will play a critical role in sourcing, analyzing, recommending, and monitoring private market investment managers. The candidate should have a strong knowledge of industry trends within the private markets, with a particular focus on real estate and real assets. Key responsibilities include, but are not limited to:

• Source, analyze, recommend, and monitor private market investment managers, with an emphasis on real estate and real assets opportunities
• Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors
• Identify and implement process improvements in manager due diligence
• Build and maintain a professional network that is beneficial to clients, ensuring unique access and distinctive value-add
• Aid in the creation and distribution of client-facing materials related to approved fund options
• Encourage and assist advisors in the ongoing application of investment strategies and research for the betterment of their clients and their portfolios
• Help the firm advance conversations around new business opportunities through stellar client relationship management and lending subject matter expertise to prospective client pitches

Qualifications

Minimum Qualification:

• Completion of a four-year college degree or combination of relevant work experience
• 8 years' experience in financial services investment management
• 3+ years of experience conducting due diligence on private capital managers

Desired Qualifications/Skills

• CFA or CAIA preferred
• Demonstrated qualitative and quantitative analytical skills.
• Excellent communication skills, capable of creating engaging collateral and effectively presenting complex investment concepts to a diverse audience.
• A proactive approach to participant engagement, with the ability to manage relationships both within the firm and with external partners.

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it'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.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Company discretionary bonus.
• 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.
• Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
• Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?

4208 Six Forks Road #1700 | Raleigh, NC 27609

or

5314 Maryland Way #300 | Brentwood, TN 37027

Due to the nature of the role, this is not a remote or work from home position.

HOW do we build a world class organization one brick at a time?

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.

Are you the next brick?

To get it done the CAPTRUST Way , an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• 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
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement

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.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

This position will remain open until filled.