Cresset
Overview
Direct message the job poster from 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 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. Responsibilities
Meeting Preparation Prepare materials for client meetings and prospective client meetings; 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 Review clients’ quarterly performance reports and collaborate with Reporting to identify and resolve issues 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) 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 Proactively maintaining database of quarterly manager letters and/or updates of widely-held Private Investments Qualifications
Bachelor’s Degree required; strong preference for CFA or CFP professionals or candidates on track to earn one of these designations Previous work or internship experience in financial services required; 1–3 years preferred Series 65 license (or equivalent) required; candidates must obtain within 120 days of employment if not already licensed Strong initiative, problem-solving ability, and entrepreneurial spirit with a creative and proactive approach to challenges Adaptable and flexible, able to work independently, think strategically, and collaborate effectively in dynamic, fast-paced environments Excellent written and verbal communication skills with keen attention to accuracy and detail Strong organizational and prioritization skills with the ability to manage multiple tasks, meet deadlines, and deliver high-quality results Coachable, with a growth mindset, discretion in handling confidential information, and commitment to compliance with SEC and company regulations Proven ability to build and maintain positive relationships with clients, peers, and professional partners (CPAs, attorneys, etc.) Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, ChatGPT, and custodial platforms is a plus 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 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. 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. 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.
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Direct message the job poster from 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 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. Responsibilities
Meeting Preparation Prepare materials for client meetings and prospective client meetings; 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 Review clients’ quarterly performance reports and collaborate with Reporting to identify and resolve issues 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) 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 Proactively maintaining database of quarterly manager letters and/or updates of widely-held Private Investments Qualifications
Bachelor’s Degree required; strong preference for CFA or CFP professionals or candidates on track to earn one of these designations Previous work or internship experience in financial services required; 1–3 years preferred Series 65 license (or equivalent) required; candidates must obtain within 120 days of employment if not already licensed Strong initiative, problem-solving ability, and entrepreneurial spirit with a creative and proactive approach to challenges Adaptable and flexible, able to work independently, think strategically, and collaborate effectively in dynamic, fast-paced environments Excellent written and verbal communication skills with keen attention to accuracy and detail Strong organizational and prioritization skills with the ability to manage multiple tasks, meet deadlines, and deliver high-quality results Coachable, with a growth mindset, discretion in handling confidential information, and commitment to compliance with SEC and company regulations Proven ability to build and maintain positive relationships with clients, peers, and professional partners (CPAs, attorneys, etc.) Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, ChatGPT, and custodial platforms is a plus 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 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. 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. 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.
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