Crest Operations, LLC
Position Overview
Crest Industries is seeking an Investment Analyst to support the Crest Investment Office, a family‑office style investment function responsible for stewarding single‑family office capital across operating businesses, real assets, and non‑core investments.
This role is designed for an investor who values long‑term capital stewardship over transaction volume, and depth of analysis over deal churn. The Investment Analyst will be directly involved in real investment decisions—supporting portfolio construction, performance evaluation, and capital deployment—rather than producing analysis disconnected from outcomes.
Our Investment Mindset
Long‑term capital preservation and growth, not short‑term trading.
Thoughtful, disciplined deployment of capital, not transaction velocity.
Direct exposure to decision‑making through an active Investment Committee.
Values‑aligned investing consistent with the family’s mission.
Core Responsibilities Portfolio Stewardship & Performance Reporting
Prepare quarterly and annual portfolio allocation and performance reports.
Analyze investment performance at the portfolio, asset class, and individual investment levels.
Measure performance against established benchmarks and long‑term return targets.
Monitor portfolio concentration, asset allocation ranges, and risk exposures.
Support preparation of materials for Investment Committee meetings.
Investment Analysis & Capital Deployment Support
Research and analyze investment opportunities sourced by the Investment Committee.
Conduct investment analysis focused on long‑term value creation, including expected returns, payback periods, risk alignment, liquidity implications, scenario and stress testing, exit strategies, and market timing.
Prepare clear, decision‑oriented investment memos that directly inform capital deployment decisions.
Portfolio Monitoring & Risk Management
Monitor existing investments for performance, concentration, and evolving risks.
Research macro, market, and asset‑specific risks impacting the portfolio.
Support portfolio stress testing and downside scenario analysis.
Assist in maintaining adherence to asset allocation targets and investment policy guidelines.
Real Decision‑Making Exposure
Work directly with the Investment Committee to support investment decisions.
See analysis carried through to actual capital deployment and exits.
Participate in post‑investment reviews to evaluate outcomes versus expectations.
Gain visibility into how strategy, risk, liquidity, and values shape real decisions.
Cross‑Functional & Advisor Collaboration
Partner with Accounting to track investment funding, distributions, and realizations.
Support reconciliation and reporting of investment activity.
Coordinate with external advisors including legal, tax, audit, and investment consultants.
Assist in documenting governance, policy adherence, and reporting processes.
Building the Investment Office
Help develop and refine investment reporting, dashboards, and analytics.
Contribute to the evolution of investment processes, templates, and frameworks.
Support long‑term development of the Crest Investment Office as the family’s investment platform grows.
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or a related field.
2–5+ years of experience in investment analysis, asset management, FP&A, or related roles.
Strong analytical and financial modeling skills.
Ability to think in long‑term, risk‑adjusted return frameworks.
Strong written communication skills for investment memos and reporting.
Equal Opportunity Statement Crest Operations is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.
Crest Operations is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request information regarding reasonable accommodation, contact your Human Resource Business Partner.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Crest Operations will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60‑1.35 (c)
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This role is designed for an investor who values long‑term capital stewardship over transaction volume, and depth of analysis over deal churn. The Investment Analyst will be directly involved in real investment decisions—supporting portfolio construction, performance evaluation, and capital deployment—rather than producing analysis disconnected from outcomes.
Our Investment Mindset
Long‑term capital preservation and growth, not short‑term trading.
Thoughtful, disciplined deployment of capital, not transaction velocity.
Direct exposure to decision‑making through an active Investment Committee.
Values‑aligned investing consistent with the family’s mission.
Core Responsibilities Portfolio Stewardship & Performance Reporting
Prepare quarterly and annual portfolio allocation and performance reports.
Analyze investment performance at the portfolio, asset class, and individual investment levels.
Measure performance against established benchmarks and long‑term return targets.
Monitor portfolio concentration, asset allocation ranges, and risk exposures.
Support preparation of materials for Investment Committee meetings.
Investment Analysis & Capital Deployment Support
Research and analyze investment opportunities sourced by the Investment Committee.
Conduct investment analysis focused on long‑term value creation, including expected returns, payback periods, risk alignment, liquidity implications, scenario and stress testing, exit strategies, and market timing.
Prepare clear, decision‑oriented investment memos that directly inform capital deployment decisions.
Portfolio Monitoring & Risk Management
Monitor existing investments for performance, concentration, and evolving risks.
Research macro, market, and asset‑specific risks impacting the portfolio.
Support portfolio stress testing and downside scenario analysis.
Assist in maintaining adherence to asset allocation targets and investment policy guidelines.
Real Decision‑Making Exposure
Work directly with the Investment Committee to support investment decisions.
See analysis carried through to actual capital deployment and exits.
Participate in post‑investment reviews to evaluate outcomes versus expectations.
Gain visibility into how strategy, risk, liquidity, and values shape real decisions.
Cross‑Functional & Advisor Collaboration
Partner with Accounting to track investment funding, distributions, and realizations.
Support reconciliation and reporting of investment activity.
Coordinate with external advisors including legal, tax, audit, and investment consultants.
Assist in documenting governance, policy adherence, and reporting processes.
Building the Investment Office
Help develop and refine investment reporting, dashboards, and analytics.
Contribute to the evolution of investment processes, templates, and frameworks.
Support long‑term development of the Crest Investment Office as the family’s investment platform grows.
Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or a related field.
2–5+ years of experience in investment analysis, asset management, FP&A, or related roles.
Strong analytical and financial modeling skills.
Ability to think in long‑term, risk‑adjusted return frameworks.
Strong written communication skills for investment memos and reporting.
Equal Opportunity Statement Crest Operations is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.
Crest Operations is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request information regarding reasonable accommodation, contact your Human Resource Business Partner.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Crest Operations will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60‑1.35 (c)
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