Investment Operations & Portfolio Trading Specialist
Caissa Wealth Strategies
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Job summary
Caissa Wealth Strategies seeks an Investment Specialist to partner with the Director of Investments in managing portfolios and client relationships. You will support daily trading, reporting, and portfolio construction while ensuring accurate documentation and client onboarding across CRM systems.
The role emphasizes hands-on portfolio analytics, market trend awareness, and regulatory alignment. Strong communication and multi-tasking in a fast-paced environment are essential to deliver a
Qualifications
- 3+ years experience in investment implementation, performance reporting or investment diligence.
- Experience in Tamarac and/or a similar trading & performance software platform.
- Experience with Portfolio Center as a data manager.
- ByAll Accounts experience is a plus.
- Proficient in portfolio analytics, attribution, and portfolio construction.
- Excel and PowerPoint proficiency; programming knowledge is a plus.
- Excellent communication, interpersonal and presentation skills.
- Detail-oriented with strong analytical-thinking and problem-solving skills.
Responsibilities
- Back-Office and Operations: audit/reporting and ensure back-end processes; onboard new clients across CRM systems; own held-away asset workflow and custody procedures; monitor daily workflows; improve processes and tools.
Skills
Education
Tools
Job description
Caissa Wealth Strategies seeks an Investment Specialist to partner with the Director of Investments in managing portfolios and client relationships. You will support daily trading, reporting, and portfolio construction while ensuring accurate documentation and client onboarding across CRM systems.
The role emphasizes hands-on portfolio analytics, market trend awareness, and regulatory alignment. Strong communication and multi-tasking in a fast-paced environment are essential to deliver a
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