Investment Specialist (Local applicants only)

Caissa Wealth Strategies LLC; BLOOMINGTON (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

Caissa Wealth Strategies LLC is seeking an Investment Specialist to support portfolio management, client relationships, and back-office operations. You will work with the Director of Investments to execute trades, maintain data integrity, and coordinate onboarding processes within CRM and trade systems.

The role emphasizes strong analytics, communication, and multi-tasking in a fast-paced environment, with opportunities to contribute to policy development and client outcomes.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Operations or related field.
• 3+ years experience in investment implementation, reporting, or diligence.
• Experience with Tamarac or similar trading/performance software.
• Proficiency in portfolio analytics, attribution, and construction.

Responsibilities

• Assist with back-office coordination and onboarding using CRM, Tamarac, and related systems.
• Execute daily trades and rebalancing; ensure accurate client allocations in rebalancer.
• Summarize portfolios and investments for wealth advisors and clients.
• Develop investment policies and assist with client meetings and documentation.

Skills

Investment implementation

Tamarac experience

Portfolio analytics

Excel

PowerPoint

Communication skills

Multi-tasking

Self-starter

Education

Bachelor's degree in Finance/Economics/Accounting/Operations

Tools

Tamarac

Portfolio Center

ByAll Accounts

Job description

Description

Responsibilities

The Investment Specialist will work closely with the Director of Investments to manage and support investment portfolios and client relationships. Key responsibilities will include three primary functions:

Back-Office and Operations Coordination

• 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.
• Monitors daily workflows and promptly identify and assign actions to responsible parties.
• Continuously improve processes and tools for enhanced outcomes.

Investment Committee & Trading

• Execute daily portfolio trades and rebalancing activities and ensure client allocation settings are accurately maintained within the trade rebalancer system.
• 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.
• Help coordinate manager due diligence and integrate external vendor due diligence insights into monthly, quarterly, and annual portfolio reviews.

Client Meetings & Household Review

• Support the Director with delivering each client’s personalized CAISSA investment experience.
• Summarize portfolios, positions, and investments to present to wealth advisors and clients.
• Develop and manage investment policies for clients, calculate Tranches of Income, and review target allocations.
• Assist with meeting preparation and ensure accurate documentation of client interactions in the CRM system.

Requirements

Skillsets:

The Investment Specialist has the following knowledge and skill sets:

• Investment implementation, performance reporting/reconciliation, or investment diligence experience of 3+ years.
• Experience in Tamarac and/or a similar trading & performance software platform required.
• Experience with Portfolio Center as a data manager
• Experience in ByAll Accounts is a plus.
• Proficient in portfolio analytics, attribution, and 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/Operations or related field.