Investment Specialist (Local applicants only)

Caissa Wealth Strategies; Minneapolis (MN); On-site; USD 90,000 - 120,000; Full time

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

Investment implementation

Performance reporting

Investment diligence

Portfolio analytics

Attribution

Portfolio construction

Excel

PowerPoint

Programming knowledge

Excellent communication

Analytical thinking

Multi-tasking

Education

Bachelor's degree in Finance/Economics/Accounting/Operations or related field

Tools

Tamarac

Trading software platform

Portfolio Center

ByAll Accounts

Job 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: 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:

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:

• 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.