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

Job Title

This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services.

Essential Job Functions

• 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

Requirements

Experience
• 2 years of experience in Investments/ Solutions / Product / Risk Management/ Research/ Quant roles within investment management, investment consulting required.

Education Certifications / Licenses
• Progress towards CFA designation and/or CAIA designation, Series 7/65

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minneapolis is: $48,700 – $85,000.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.