Portfolio Strategy Associate- Wealth Advisory - Madison, WI or Minneapolis, MN

Portfolio Strategy Associate - Wealth Advisory

Location:

Madison, WI or Minneapolis, MN

• Design customized, outcome‑oriented portfolios for CLA Wealth Advisory clients using CLA’s proprietary analytics platform.
• Enhance CLA’s portfolio analytics offering by developing new functionality to deliver better portfolio proposals, stress‑test potential risks, and create a robust output template.
• Commercialize CLA’s Total Return Portfolio and asset allocation narrative with advisors and key stakeholders through webinars, blog posts, and client presentations.
• Assist other areas of the Investment Team, which may include Trading and Due Diligence.

• Minimum 2 years of experience in investments, solutions, product, risk management, research, or quantitative roles within investment management or investment consulting.
• Progress toward CFA designation and/or CAIA designation, Series 7/65 licenses are desirable.
• Strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning.
• Ability to manage financial plans and client relationships collaboratively as part of a team.

Compensation range: $48,700 – $85,000 (Minneapolis) and $49,000 – $85,000 (Madison).

Flexible PTO, comprehensive health, dental, vision, and 401(k) benefits.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.