Associate, Investment Analyst

Cresset Capital • Chicago, IL

7d • $80,000 - $100,000

About The Position

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 Associate, Investment Analyst to join Cresset’s Wealth Advisory team. The Investment Analyst will be key in delivering exceptional experiences for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This position will work closely with the Wealth Advisors assisting the team with investment and portfolio management.

Requirements

• Bachelor’s Degree required; may be on track or interest to earn CFA or CFP designations, but not necessary
• Previous work / internship experience in financial services required; 2+ years’ experience preferred
• Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment
• Highest ethical standards with willingness to learn and comply with SEC and other company required rules and regulations
• Strong desire to be part of a team with an entrepreneurial, kind and open-minded spirit
• Experience and genuine interest in the industry
• Initiative, problem solving ability, adaptability, and flexibility
• Excellent communication skills
• Strong numerical aptitude
• Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously
• Ability to work independently over time with limited guidance
• Coachable with the ability to work in a team environment and independently when necessary
• Learning and development mindset and drive for continuous improvement
• Personal commitment to continuing learning and growth
• Proficient with Microsoft Office suite

Nice To Haves

• familiarity with E-Money
• knowledge of Salesforce, Addepar, and custodial platforms is a plus

Responsibilities

• Proactively support the Wealth Advisor by providing excellent client service and maintaining a high level of client satisfaction
• Prepare materials to support client and prospect engagement; including: Generating performance reports; Investment allocation and reallocation proposals; Identifying opportunities within existing portfolios
• Assisting with the implementation of client portfolio trades, including execution, margin maintenance, and settlement; and Generating financial planning proposals which are guideposts for investment decisions
• May attend client and / or prospect meetings
• Work closely with Wealth Advisors, Client Associates, 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: Entry Level
• Number of Employees: 501-1,000 employees