ASSOCIATE, INVESTMENT ANALYST

Cresset Capital • West Palm Beach, FL

1d

About The Position

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.

Requirements

• 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

Responsibilities

• 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)
• 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
• 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
• Support client Private Investment reporting in partnership with Client Associate and coordination of outside fund administrators and portals
• Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees