Investment Specialist

2 weeks ago

Bloomington, United States Carlson Capital Management Full time

At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry's highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a highly collaborative environment.

Summary

As part of the Investment Team, the Investment Specialist provides trading, data management, client reporting, and investment research support to the Chief Investment Officer and support functions of the firm.

Location

This position is located in our Bloomington, MN office.

Essential Functions

  • Regularly monitors and reviews client portfolios to maintain balance across asset classes.
  • Makes portfolio recommendations when out of tolerance with models or as necessary to accommodate inflows/outflows. Activity specifically includes reviewing daily cash positions, margin activity, new cash flow activity (inbound or outbound), and engaging in a regular portfolio review process.
  • Places trades through a custodial trading platform, under the direction of the Chief Investment Officer. Regularly audits/reviews trades for accuracy and cost basis implications.
  • Compiles cost basis calculations and related activities.
  • Assists in managing all firm data integrity. Works across teams to monitor data input and output. Runs regular audit reports and assists with data clean-up as appropriate.
  • Works closely with Advisors and Paraplanners to provide in-depth investment analysis of prospective client portfolios and to communicate about ongoing portfolio management of client portfolios.
  • Assists with portfolio research to refine and focus portfolio construction and implementation.
  • Create and compile reports used in monitoring of portfolio management operations.
  • Regularly observes systems for best improvement processes and best practice improvements. Helps to identify tasks that could be improved, more fully automated or streamlined.
Education/Experience
  • Bachelor's degree is required, preferably in mathematics, economics, finance or a related field.
  • Experience in financial services, master's degree, or progress towards CFP/CFA designation, strongly preferred.
  • Must have proven attention to detail and strong, highly developed analytical skills.
  • Viable candidates will exhibit a high degree of comfort and demonstrate intermediate to advanced user ability with Excel and/or other analytical software packages.
  • Experience with Salesforce and data visualization platforms such as Power BI or Tableau a plus.
  • Ideal candidates will have the ability to prioritize, self-manage and proactively solve problems.

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