ASSOCIATE, REPORTING ANALYST

Description

About Cresset

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm.

Our company is actively seeking an Associate, Reporting Analyst to implement scalable customized client portfolio reporting to support alternative investments and complex ownership structures.

Responsibilities will include:

• Provide support for internal data reporting needs within the firm
• Create and automate custom reports at the client's request to assist the client service team
• Assist with API integrations for weaving data across systems
• Lead the management and maintenance of data integrity for performance reporting and other internal processes
• Take initiative to identify and implement scalability & reporting process improvements

In addition to these core responsibilities, the Reporting Analyst may also be involved in supporting key initiatives and campaigns, ad hoc projects, and other efforts at both the advisor team and firm level. It is critical that Reporting Analyst be self-motivated, comfortable juggling multiple projects, and eager to foster and deepen relationships in order for Cresset to best serve its clients and continue to grow as successfully as it has since its inception.

Qualifications:

• Bachelor’s degree required; Finance, Accounting or Economics degree preferred
• 1 years of experience in financial services focused on reporting preferably in wealth management
• Background with performance reporting and system integrations preferred
• Experience with Addepar preferred
• Meticulous attention to detail and follow-through and an ability to perform tasks with a high degree of accuracy and efficiency
• Excellent communication skills, both written and oral
• Strong organizational, communication, leadership, and interpersonal skills
• Must be a team player willing to contribute in a variety of ways to their advisor teams and broader Cresset team
• High degree of professionalism and flexibility in a demanding, fast-paced and frequently changing environment
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

What We Offer

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $70,000-$90,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Salary : $70,000 - $90,000