Investment Manager jobs in Wilson, NC

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Research Manager
  • CAPTRUST
  • Raleigh, NC OTHER
  • Overview

    Who are we looking for?

     

    CAPTRUST is seeking an Investment Research Manager who will help source, underwrite, and maintain a recommended list of equity managers, as well as play an intracule role with the team's quarterly due diligence process. This position is responsible for disseminating information on the industry and individual strategies to the Investment Group, Investment Committee, and our advisor force through written and verbal communication. Primary responsibilities may include the following, among others:

    Responsibilities

    • Source, analyze, recommend, and monitor the firm’s public market equity investment managers
    • Support the recommendations with a clear and concisely articulated investment thesis, documentation, and proactively communicating with internal stakeholders on an ongoing basis
    • An ideal candidate has experience in both domestic and international equity markets
    • Communicate updates on the active manager landscape and equity markets to the Investment Committee in support of our discretionary models and portfolios
    • Support ad hoc requests from financial advisors and clients
    • Lead the teams quarterly due diligence effort to properly document and maintain the firms list of recommended strategies

    Qualifications

    Minimum Qualifications:

    • Completion of a four-year college degree or combination of relevant work experience
    • 8 years experience in financial services investment management

    Desired Qualifications/Skills:

    • CFA or MBA preferred
    • Strong analytical and problem-solving skills with attention to detail
    • Strong computer skills; including Advance Microsoft Excel, Morning Star Direct, and eVestment 
    • Excellent interpersonal skills; ability to work well in a team environment
    • Ability to interact with clients and advisors on an going basis

    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:

    • Employee ownership opportunities
    • Brick Bonus success sharing program
    • Comprehensive health coverage Virgin Pulse wellness platform
    • 401(k) program with a 5% employer match financial planning for colleagues

    WHERE will you be working?

     

    4208 Six Forks Rd #1700 | Raleigh, NC 27609

     

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

     

    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. #mid-senior

  • 22 Days Ago

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Investment Executive
  • Fifth Third Bank
  • Chapel Hill, NC FULL_TIME
  • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Accountable for ...
  • 13 Days Ago

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Investment Associate
  • Northwestern Mutual
  • Raleigh, NC FULL_TIME
  • OVERALL FUNCTION Aria Financial Services is seeking an Investment Associate to lead in the areas of financial planning analysis, development of strategies for clients, and serve as an in-house subject...
  • 1 Month Ago

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Commercial Real Estate Transaction Coordinator
  • Deaton Investment Real Estate
  • Raleigh, NC FULL_TIME
  • Our real estate office is seeking a transaction coordinator who can effectively assist our team manage transactions. You’ll work to make sure clients receive requested documentation, contracts and for...
  • 21 Days Ago

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Jr. Multifamily Maintenance / Management Apprentice ( Greenville, NC )
  • Monarch Investment and Management Group
  • Greenville, NC FULL_TIME
  • Monarch Investment and Management Group is looking for a Jr. Maintenance/Management Apprentice to join our team with our 2 properties in Greensville, NC . This is your chance to start a successful car...
  • Just Posted

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Financial Adviser
  • OneDigital Investment Advisors LLC
  • Raleigh, NC FULL_TIME
  • Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mis...
  • 7 Days Ago

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0 Investment Manager jobs found in Wilson, NC area

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Lead Full Stack Engineer - AI Data
  • Gazelle Global
  • Cary, NC
  • Are you a Lead Full Stack Engineer - AI Data looking for an initial 12-month contract role working with a leading invest...
  • 3/28/2024 12:00:00 AM

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Financial Services Development Associate
  • First Citizens Bank
  • Greenville, NC
  • Overview: First Citizens Bank offers an exciting opportunity to begin your financial services career through our license...
  • 3/28/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Raleigh, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Raleigh, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Raleigh, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Raleigh, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Raleigh, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Raleigh, NC
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

Wilson is a city in and the county seat of Wilson County, North Carolina, United States. Located approximately 40 mi (64 km) east of the capital city of Raleigh, it is served by the interchange of Interstate 95 and U.S. Route 264. Wilson had an estimated population of 49,610 in 2012, according to the Census Bureau. In the early 21st century, Wilson was ranked as 18th in size among North Carolina’s 500-plus municipalities. From 1990 to 2010, the city population increased by more than 40 percent, primarily due to construction of new subdivisions that attracted many new residents. This has been ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$104,119 to $186,307
Wilson, North Carolina area prices
were up 1.5% from a year ago

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Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
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Investment managers manage investment portfolios and operate under the government’s securities legislation.
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