Performance Reporting Senior Associate

WHO are we looking for?   CAPTRUST is seeking a Performance Reporting Senior Associate who will be responsible for working in the Black Diamond® Wealth Platform to set up and monitor accounts in addition to managing reporting projects. The Associate will partner with client service professionals and custodians (Pershing, Schwab, Fidelity, TD Ameritrade, etc.) to research, troubleshoot, and resolve any issues that may arise. Associates must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Primary responsibilities may include the following, among others: