Associate, Investment Analyst

Cresset Capital•San Francisco, CA

10h•Hybrid

About The Position

Cresset is seeking an Associate, Investment Analyst to join its San Francisco-based Wealth Advisory Team. The Associate will provide technical and analytical support to Wealth Advisors and Client Service Associates, helping deliver client outcomes through investment analysis, portfolio recommendations, financial planning, client reporting, and operational improvements. The role is suited to a problem-solver with quantitative ability, strong Excel skills, effective communication and collaboration skills, and experience using AI tools to improve analytical workflows and team efficiency. The San Francisco team provides a full-service family office experience to high-net-worth and ultra-high-net-worth clients. Its nine-person team manages approximately $6 billion across nearly 50 families and coordinates investment management, tax planning, estate structuring, philanthropy, and liquidity-event preparation. The role collaborates with Wealth Advisors, the National Investments Team, the Wealth Strategy team, and external professionals such as clients’ attorneys, accountants, trustees, and CPA teams.

Requirements

Bachelor's degree in Math, Data Science, Finance, or a related field.
2–4 years of experience in analytical, investment, or portfolio-focused roles.
Must obtain a Series 65 license or equivalent within 120 days if not already licensed.
Advanced Excel skills; candidates should expect an Excel test.
Strong PowerPoint capabilities.
Demonstrated professional experience using AI tools such as OpenAI/ChatGPT, Claude, or similar platforms to improve productivity, analysis, research, or workflows.
Strong analytical aptitude and ability to process numbers and information quickly and accurately.
Ability to think strategically, work independently with limited guidance, and collaborate effectively in a team.
Comfort working through ambiguous, complex problems without immediately clear answers.
Sound judgment and ability to identify when to escalate questions, risks, or client-sensitive issues.
Highly organized, flexible, and able to work with urgency and attention to detail.
Positive, coachable, collaborative approach, with a strong desire to learn and contribute.
Ability to handle confidential information with discretion and demonstrate client service, ethics, and integrity.
Excellent written and verbal communication skills.

Nice To Haves

CFP or CFA credentials, or working toward either designation.
Current Series 65 license.
Experience with AI-enabled automation, advanced prompting, APIs, coding, or workflow tools.
Familiarity with Addepar, eMoney, and custodial platforms such as Pershing and Fidelity.

Responsibilities

Analyze client investment portfolios and partner with Wealth Advisors to develop, present, and implement investment recommendations.
Construct client portfolios and investment proposals that reflect each client's objectives, risk tolerance, time horizon, and liquidity needs.
Evaluate asset allocation, diversification, concentrated exposure, and portfolio risk.
Incorporate tax considerations, cost basis, entity structures, and realized and unrealized gains into portfolio analysis and recommendations.
Analyze liquidity, cash flow, liabilities, and major financial decisions in coordination with investment portfolios and financial plans.
Collaborate with Wealth Advisors and the National Investments Team to evaluate investment opportunities and integrate research into client portfolios.
Lead ad hoc analytical client projects involving complex client situations and requiring creative thinking, structured problem-solving, judgment, and analytical rigor.
Coordinate client tax reporting by monitoring K-1s and 1099s and partnering with CPA teams.
Develop and maintain balance sheets, net worth statements, cash flow projections, and financial plans.
Prepare client deliverables, including quarterly performance reports, investment analyses, and meeting materials.
Participate in prospective and client meetings as needed to gather information, present analyses, and support financial planning recommendations.
Stay current on wealth planning trends, legislative changes, and planning techniques, and collaborate with the Wealth Strategy team to incorporate insights into client plans.
Develop deep proficiency in team technology platforms, including Pershing, Fidelity, Salesforce, and Addepar.
Maintain accurate client records and documentation in Salesforce and other internal systems.
Lead the practical integration of AI tools into team workflows to improve efficiency, consistency, and scalability.
Identify opportunities to automate manual processes using AI and other technologies, and develop repeatable workflows and team best practices.