2027 Raleigh Summer Internship

Overview

Launch Your Career with CAPTRUST

CAPTRUST is one of the nation’s leading independent registered investment advisory firms, headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations, as well as comprehensive wealth management services to individuals, families, executives, and business owners.At CAPTRUST, we operate as one unified team, bringing together the experience, perspectives, and expertise of our colleagues to deliver exceptional service to our clients. As we continue building a world-class organization, “one brick at a time,” we are committed to developing the next generation of talent.

Our Summer Internship Program provides students with the opportunity to gain meaningful, hands-on experience while exploring potential career paths within the financial services industry and across our corporate functions.Whether your interests are in finance, investments, technology, human resources, recruiting, marketing, legal, data analytics, project management, or operations, you’ll have the opportunity to contribute to meaningful work, build professional skills, and develop relationships with colleagues and leaders across the firm.

What You’ll Experience

As a CAPTRUST intern, you’ll do more than observe. You’ll work alongside experienced professionals, contribute to meaningful projects, and gain firsthand exposure to how your team supports CAPTRUST’s clients and broader business objectives.

Throughout the summer, interns may participate in:

• One-on-one mentorship with a CAPTRUST colleague
• Executive and leadership speaker sessions
• Professional development workshops
• Cross-functional networking opportunities
• Job-shadowing experiences across the organization
• Social and team-building activities
• Volunteer and community engagement opportunities

Hear what our interns have to say about the program and learn more about their experiences, takeaways, and time at CAPTRUST.

Location: 4208 Six Forks Rd Ste 1700 | Raleigh, NC 27609 #onsite

Internship Opportunities

Internship opportunities may be available across several areas of the firm, depending on business needs.

Please click here for a description of each department and what you might expect!

Corporate Services: Compliance, Data Analytics & Reporting, Finance, Human Resources & Recruiting, IT Application Development, IT Security & Network and Strategic Delivery (Project Management)

Institutional Group: Defined Contribution, Executive Benefits, Institutional Client Service & Institutional Operations and Vendor Analysis

Investment Group: Investment Research and Portfolio Trading & Implementation

Marketing: Business Development, Communications and Marketing

Wealth Management Group: CAPTRUST At Work, Wealth Client Service& Wealth Operations and Wealth Planning

Responsibilities

What You’ll Do

Specific responsibilities will vary based on your assigned department and business needs. Depending on the opportunity, interns may:

• Support meaningful projects and initiatives within their assigned team
• Conduct research and assist with analysis relevant to their department
• Prepare reports, presentations, and other internal or client-facing materials
• Assist with data collection, organization, and reporting
• Collaborate with colleagues across departments and functions
• Participate in team meetings, professional development opportunities, and networking activities
• Gain exposure to the day-to-day operations of a growing financial services organization
• Contribute to projects that support CAPTRUST’s clients, colleagues, and strategic priorities

Qualifications

Minimum Qualifications:

• Currently pursuing a four-year college degree and/or graduate degree
• Rising junior or senior preferred
• Academic focus may include Business Administration, Finance, Economics, Statistics, Human Resources, Information Technology, or another field relevant to the internship opportunity
• Strong written and verbal communication skills
• Ability to work effectively in a professional, collaborative environment

Desired Qualifications/Skills:

• Previous internship, work, leadership, or relevant academic experience preferred
• Interest in financial services, investment management, wealth management, or the applicable business function
• Proficiency with Microsoft Office, particularly Excel
• Strong organizational and time-management skills
• Ability to manage priorities and meet deadlines
• Proactive mindset and willingness to take ownership
• Strong attention to detail
• Professional communication, judgment, and conduct
• Curiosity, adaptability, and willingness to learn

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.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.#internship

This position will remain open until filled.

Work Authorization

Candidates must be legally authorized to work in the United States by their anticipated start date. Employment is subject to verification of work authorization as required by applicable law. The Company is unable to provide employment-based visa sponsorship for this position, now or in the future.