ASSOCIATE, INVESTMENT ANALYST

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Cresset is seeking an Associate, Investment Analyst to join Cresset’s Wealth Advisory team.  The Investment Analyst will be key in delivering exceptional experiences for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This position will work closely with the Wealth Advisors assisting the team with investment and portfolio management.

Key Responsibilities 

Client/Prospect Relationships

• Proactively support the Wealth Advisor by providing excellent client service and maintaining a high level of client satisfaction
• Prepare materials to support client and prospect engagement; including:
  • Generating performance reports;
  • Investment allocation and reallocation proposals;
  • Identifying opportunities within existing portfolios
  • Assisting with the implementation of client portfolio trades, including execution, margin maintenance, and settlement; and
  • Generating financial planning proposals which are guideposts for investment decisions 
• May attend client and / or prospect meetings
• Work closely with Wealth Advisors, Client Associates, and/or various internal and external parties as needed

Education and Experience

• Bachelor’s Degree required; may be on track or interest to earn CFA or CFP designations, but not necessary
• Previous work / internship experience in financial services required; 2+ years’ experience preferred
• Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment

Skills and Abilities

• Highest ethical standards with willingness to learn and comply with SEC and other company required rules and regulations
• Strong desire to be part of a team with an entrepreneurial, kind and open-minded spirit
• Experience and genuine interest in the industry
• Initiative, problem solving ability, adaptability, and flexibility
• Excellent communication skills
• Strong numerical aptitude
• Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously
• Ability to work independently over time with limited guidance
• Coachable with the ability to work in a team environment and independently when necessary
• Learning and development mindset and drive for continuous improvement
• Personal commitment to continuing learning and growth
• Proficient with Microsoft Office suite; familiarity with E-Money; knowledge of Salesforce, Addepar, and custodial platforms is a plus

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: $80,000 - $100,000.  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.

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.