CAPTRUST is offering paid Institutional Investment internship in our Phoenix, AZ office that will provide exposure to the inner-workings of an investment firm, specifically related to investment research. Hands-on learning starts day one in this fast-paced environment. Interns will be able to apply academic concepts while learning industry specific practices for managing large investment portfolios. There are frequent opportunities to work under firm partners, and alongside members of the investment team. The intern will also become familiar with industry relevant software, such as Morningstar Direct, as well as advanced Microsoft Excel techniques.   CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Term of internship is 1 semester. Completion of an internship may lead to, but does not guarantee, potential for extensions or future full-time employment.

WHO are we looking for?    CAPTRUST is offering a paid internship in our Phoenix, AZ office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. This position will be trained on different aspects of wealth planning and and wealth management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks.    CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. We require a minimum of 16 hours per week to fulfill the need of the internship; hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND!

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.   CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization “one brick at a time. “   Summer Internship Overview:   The summer internship program at CAPTRUST is a world-class experience that provides exposure to the inner workings of an investment advisory firm. All interns will receive department specific work in addition to participating in several other activities such as: - Weekly speakers covering a broad spectrum of relevant business knowledge like resume building and interview skills, goal setting and career planning, and general professionalism - Panels featuring various employees, including former interns and leaders of our Inclusion and Diversity Committee and Employee Resource Groups - Social events that allow networking across departments - One on one mentorship program with a CAPTRUST colleague - Shadowing opportunities outside of your department Learn more: Internships at CAPTRUST   Departments Available for Internships:   Please click here for a description of each department and what you might expect!   Corporate Services: Compliance, Data Analytics and Reporting, Finance, Human Resources/Recruiting, IT Application Development, IT Infrastructure, IT Security and Network, Legal, Project Management Institutional Group: Asset/Liability, Defined Contribution, Executive Benefits, Institutional Client Service, Institutional Operations, Vendor Analysis Investment Group: Investment Research, Portfolio Trading and Implementation Marketing: Business Development, Communications, Marketing Wealth Management Group: Participant Advisory Services, Wealth Client Service, Wealth Operations, Wealth Planning

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.   CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization “one brick at a time."   Position Overview: CAPTRUST is offering a paid Tax internship in our Phoenix, AZ office that will provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software conversion projects, and administrative tasks. CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Apply today, we hire YEAR-ROUND!