Senior Investment Advisor - Wealth Strategy

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 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.