Investment Lab Associate
1 month ago
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire an associate to join our investment lab team in the Minneapolis, MN office.
Summary
This role works closely with Wealth Advisors and CLA clients to build customized portfolios using public and private solutions, drive platform consistency and drive portfolio thought leadership. They enhance the portfolio analytics capabilities of the Lab and help design an institutional quality, client-friendly reporting. Additionally, they partner with key stakeholders to update and implement CLA's Total Return Portfolios using internal and external portfolio research - and will help with the risk management of these portfolios.
Essential Job Functions
The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
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
- Bachelor's Degree in Accounting, Finance, or related field required
Certifications / Licenses
- Progress towards CFA designation and/or CAIA designation, Series 7/65
Technical Competencies
Maintain a working knowledge/competency of appropriate systems applications utilized by firm, Adobe and MoneyGuide Pro.
High proficiency with Microsoft (MS) Office products, including Word, Excel, PowerPoint and Outlook.
Knowledge of key programming languages including Python, SQL, VBA, C++, Linux, Matlab and R.
Organizational Interfaces
This role reports directly to the Managing Principal of Investments and interacts on a regular basis with Principals, Directors, Managers, Seniors, and Associates.
Travel Requirements
This position requires
Our Perks:
- Flexible PTO (designed to offer flexible time away for you)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
#LI-MU1
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
Click here to learn about your hiring rights.
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.
To view a complete list of benefits click here.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.EOE/AA Employer/Vets/Disability
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