Investment Advisor

Caissa Wealth Strategies; Minneapolis (MN); On-site; USD 110,000 - 170,000; Full time

Job summary

Caissa Wealth Strategies is seeking an Investment Advisor to work closely with the Director of Investments to manage client portfolios, support relationships, and implement investment strategies. The role involves asset allocation, portfolio construction, and timely execution of trades to meet client objectives.

You will use Tamarac and other tools to analyze performance, summarize portfolios, and present insights to wealth advisors and clients.

Qualifications

• 5+ years in investment portfolio management.
• Experience with Tamarac or similar performance software.
• Ability to explain complex financial topics to non‑financial audiences.
• Proficient in portfolio analytics, attribution and construction.

Responsibilities

• Support Director of Investments with delivering Caissa Investment experience for clients.
• Summarize portfolios and investments for wealth advisors and clients.
• Develop and manage investment policies and allocate target allocations.
• Assist with meeting prep and document client interactions in CRM.
• Execute trades and rebalancing, maintain allocation settings in systems.
• Perform manager due diligence and integrate insights into reviews.
• Maintain data integrity across reporting and trading systems.
• Document investment decisions to ensure regulatory compliance.
• Develop procedures to improve trading and portfolio construction quality.
• Stay current on market trends and regulatory changes affecting strategies.
• Coordinate with operations to ensure accurate reporting and back-end processes.
• Oversee onboarding across CRM, Tamarac, Rebalancer, etc.
• Manage held‑away asset workflow and custody procedures.
• Monitor daily workflows and assign actions promptly.

Skills

Portfolio management

Tamarac experience

Client communication

Portfolio analytics

Excel

PowerPoint

Education

Bachelor’s degree in Finance/Economics/Accounting

Financial professional designation progress

Tools

Tamarac

Excel

PowerPoint

Job description

Caissa Wealth Strategies

Caissa Wealth Strategies serves affluent clients in their wealth management needs. We focus on financial planning, starting with the tax return, which drives our detailed investment management strategies. Our clients hire CAISSA to remove their financial anxieties by taking on the role of their personal CFO.

Our firm is growing, and we are looking to welcome an Investment Advisor to our team. As an Investment Advisor, you would be working closely with the Director of Investments to manage investment portfolios and support client relationships. The Investment Advisor would meaningfully assist with asset allocation, portfolio construction, and implementation of strategy.

Check us out at: www.CaissaWealth.com

This role is in person, Minneapolis and surrounding metro area applicants only.

Responsibilities

• Support the Director with delivering each client’s personalized CAISSA Investment experience.
• Summarize portfolios, positions, and investments in creative ways to present to wealth advisors and clients.
• Develop and manage investment policies for clients, calculate income tranches and review target allocations.
• Assist with meeting preparation and ensure accurate documentation of client interactions in the CRM system.
• Execute portfolio trades and rebalancing activities, ensuring client allocation settings are accurately maintained within the trade rebalancer system.
• Conduct manager due diligence and integrate external vendor due diligence insights into monthly, quarterly, and annual portfolio reviews.
• Oversee and maintain data integrity across reporting and trading system.
• Summarize and document investment decisions to ensure compliance with regulatory requirements.
• Develop policies and procedures to improve trading and portfolio construction quality, efficiency, and client outcomes.
• Stay current on market trends and regulatory changes affecting investment strategies.
• Work closely with the operations team to audit and ensure accurate reporting and back-end processes are implemented.
• Ensure new client onboarding is implemented and coordinated properly across CRM, Tamarac, Rebalancer, etc.
• Own the held‑away asset workflow and custody procedures.
• Monitor daily workflows and promptly identify and assign actions to responsible parties.
• Continuously improve processes and tools for enhanced efficiency.

Requirements

• Investment portfolio management experience of 5+ years.
• Experience in Tamarac and/or a similar performance software platform.
• Capable of explaining complex financial topics to a non‑financial audience.
• Proficient in portfolio analytics, attribution, portfolio construction.
• Expert in Microsoft Office, Excel and PowerPoint; programming knowledge is a plus.
• Excellent communication, interpersonal and presentation skills.
• Detail‑oriented with strong analytical‑thinking and problem‑solving skills.
• Self‑starter with the ability to multi‑task in a fast‑paced environment and open to learning.

Education

• Bachelor’s degree in Finance/Economics/Accounting or related field.
• Financial professional designation or working towards one.