Associate, Investment Analyst

Cresset Capital•San Francisco, CA

8h•$115,000 - $140,000

About The Position

Cresset is seeking an Associate, Investment Analyst to join its San Francisco-based Wealth Advisory Team. The role supports Wealth Advisors and Client Service Associates in delivering outcomes for high-net-worth and ultra-high-net-worth clients. It is intended for someone with strong analytical and technical skills, investment acumen, and an interest in building toward client advisory capabilities over time. A Series 65 license is not required but is strongly recommended. The position combines portfolio and investment analytics, team operations, and financial planning. The Associate will help develop and implement investment recommendations, create client and prospect materials, support trading operations, maintain accurate client records, and prepare performance reports. The role also supports financial plans and client balance sheets and collaborates with the Wealth Strategy team and other firm resources. The San Francisco team is led by two Managing Directors and has five members. It manages approximately $1.2 billion across 50 client relationships, providing integrated family office and wealth advisory services. The position requires 2–4 years of analytical, investment, or portfolio-focused experience and a bachelor's degree, preferably in a quantitative or finance-related field.

Requirements

Bachelor’s degree; preferably in Math, Data Science, Finance, or a related field.
2–4 years of experience in analytical, investment, or portfolio-focused roles.
Strong investment acumen and a desire to build toward client advisory capabilities over time.
Advanced skills in AI, Excel, and PowerPoint; candidates should expect an Excel test.
Strong analytical aptitude and ability to process numbers and information quickly.
Ability to think strategically and work independently with limited guidance while collaborating effectively with a team.
Highly organized, flexible, and able to work with urgency and attention to detail.
Coachable, with a positive energy and attitude.
Ability to manage confidential information with discretion and demonstrate a high level of client service, ethics, and integrity.
Excellent written and verbal communication skills.

Nice To Haves

CFP or CFA credential, or working toward a designation.
Series 65 license; strongly recommended but not required.
Salesforce proficiency.
Familiarity with Addepar, eMoney, and custodial platforms such as Fidelity and Schwab.

Responsibilities

Analyze client investment portfolios and work with Wealth Advisors on developing, presenting, and implementing investment recommendations.
Support investment proposals, portfolio construction and transitions, rebalancing, integration of private investments, and creation and tracking of investment policy statements.
Build investment proposals that align with clients’ risk and return expectations, time horizons, and objectives.
Create pitch decks for prospective clients and maintain team marketing materials.
Collaborate with the National Investments Team to integrate firm-wide research into client portfolios.
Own ad hoc analytical client projects, applying structured problem-solving and analytical rigor to find and deliver solutions.
Prepare updates on alternative asset investments for client meetings.
Monitor client K-1s and 1099s and coordinate delivery of tax details to CPA teams.
Co-lead team trading operations.
Lead AI integration initiatives to improve team efficiency.
Develop proficiency in Fidelity and Schwab custodian platforms.
Record and maintain accurate Salesforce records for client activities.
Produce quarterly performance reports for clients within required timelines.
Prepare professional, well-structured materials for client and prospective client meetings.
Learn to use Cresset’s internal networks and resources effectively.
Develop and maintain balance sheets, net worth statements, cash flow projections, and financial plans in eMoney.
Participate in prospective and client meetings as needed to gather information for balance sheets and financial plans.
Stay current on wealth planning trends, legislative changes, and planning techniques, and collaborate with the Wealth Strategy team to apply relevant insights to client plans.