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Investment Associate
captrust · New York, NY, US
About The Role
WHO are we looking for? 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 will assist with the preparation of meeting materials, investment-related projects, and responses to client requests, and will occasionally participate in client meetings. The Investment Associate will work closely with the advisory team to help ensure deliverables are accurate, timely, and responsive to client needs.
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