Investment Advisor

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.
• Affirm and manage investment 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.
• Maintain daily workflows and promptly identify and assign actions to responsible parties.
• Continuously improve processes and tools for enhanced efficiency.

Qualifications

• 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.
• Expert in portfolio analytics, attribution, portfolio construction.
• 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.
• Bachelor's degree in Finance/Economics/Accounting or related field.
• Financial professional designation or working towards one.