Associate, Investment Analyst

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.

Cresset is seeking an Investment Analyst to join Cresset’s Wealth Advisory team. The Investment Analyst will provide comprehensive support to our high net worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and support the day-to-day operations of client relationships. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.

Primary Responsibilities:

Portfolio Management

• Review client portfolios and assist Advisors with the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews
• Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations
• Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement
• Develop and maintain investment policy statements (IPS)

Financial Planning

• Oversee the production and maintenance of net worth statements, financial plans, and cash flow projections
• Where appropriate, attend prospect and client meetings to gather information to create financial plans and investment strategies
• Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Strategy team to enhance client planning

Operations

• Coordinate with the Client Associate to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
• Document client notes, investment changes, and activities in Salesforce
• Review clients’ quarterly performance reports and collaborate with Reporting to identify and resolve issues
• Prepare client meeting materials; may attend client and/or prospect meetings
• Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed

Qualifications:

• Bachelor’s Degree required; strong preference given to CFA® or CFP® professionals or those on track to earn any of these designations
• Previous work / internship experience in financial services required; 1-3 years experience preferred
• Series 65 license or equivalent required; unlicensed candidates required to obtain the license within 120 calendar days of employment
• Strong initiative and problem-solving ability with a creative, innovative, and tenacious approach to challenges
• Adaptable and flexible, thriving in dynamic, fast-paced environments while maintaining a strong sense of urgency
• Excellent written and verbal communication skills with a keen attention to detail for accuracy and thoroughness
• Proven ability to work independently with limited guidance and think strategically, while also collaborating effectively in team settings
• Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously
• Ability to evaluate, prioritize, and meet deadlines while ensuring high-quality results
• Proactively approach problems, demonstrating solid decision-making and a learning mindset for continuous improvement
• Coachable, with a strong willingness to learn and grow in compliance with SEC and company-required rules and regulations
• Proven ability to establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
• Discretion in handling confidential information, upholding the highest level of client service, ethics, and integrity; with willingness to learn and comply with SEC and other company required rules and regulations
• Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, and custodial platforms is a plus
• Entrepreneurial spirit with a drive to take initiative and contribute meaningfully to the team

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 - $95,000. 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.