Performance Reporting Manager/Team Lead

WHO are we looking for?

CAPTRUST is seeking a Performance Reporting Manager/Team Lead who will be responsible for supervising and directing the day-to-day work of other investment professionals. The Performance Reporting Manager/Team Lead will set performance objectives for employees and conduct performance appraisals. The Manager/Team Lead will assist employees with professional development efforts in addition to identifying areas for individual and team improvement. The Manager/Team Lead will partner with client service professionals, financial advisors, operations team members, in addition to external vendors and custodians to research, troubleshoot, and resolve any issues that may arise. The manager is responsible for assisting with integrating acquired firms performance reporting within the CAPTRUST reporting environment in addition to managing ad hoc reporting projects.

Responsibilities

• Use analytical skills to verify data, identify issues, and work to develop creative and scalable solutions to provide accurate and consistent data to our colleagues and clients
• Set performance goals and objectives for employees
• Mentor and peer review associate level analysts on investment performance calculations and reporting issues
• Travel is required
• Assist employees with professional development efforts and career pathing
• Identify areas for individual and team improvement
• Assist with or lead Performance Reporting projects
• Help Ttransition acquired firms onto the CAPTRUST reporting platform
• Monitor and manage workflow to ensure team is meeting client obligations and deadlines
• Respond to incoming inquiries from colleagues related to troubleshooting and review of complex account and data discrepancies
• Participate in firm wide initiatives
• Supervise, direct, and review the work of other investment performance reporting professionals, conduct employee performance appraisals, and take disciplinary action as needed and partner with human resources, management, and team leaders to fulfill these responsibilities
• Identify and focus on opportunities to enhance or improve the efficiency of team deliverables & /operations

Qualifications

Minimum Qualifications:

• 5+ years of relevant industry experience
• Bachelor’s degree in related field or equivalent years of work experience
• 1-3 years of leadership experience

Desired Qualifications/Skills

• Superior oral and written communications skills
• Extremely organized; ability to keep accurate and detailed records
• Experience utilizing the Investment Metrics Portfolio Analytics and Reporting platform
• Superior interpersonal, relationship-building, and problem-solving skills
• Strong project management skills
• Proficient in Microsoft Office Suite especially Microsoft Excel and Power BI
• Detail oriented, analytical, and highly organized
• Performance Reporting / Portfolio Accounting experience including understanding of finance/investments and accounting concepts
• Demonstrated ability to respond with sound judgment to situations with no clear precedent
• Prioritization skills: ability to manage many time-sensitive tasks simultaneously

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:

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

WHERE will you be working?

Any CAPTRUST Office

Preferred Location: 33 W Monroe St., Suite 1000 | Chicago, IL 60603

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:

• 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
• Integrity through maintaining objectivity
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Ability to build successful, collaborative, and trusting relationships

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