ASSOCIATE, INVESTMENT ANALYST

Cresset Capital•San Francisco, CA

1d•$115,000 - $140,000•Hybrid

About The Position

Cresset is seeking an Associate, Investment Analyst to join its San Francisco-based Wealth Advisory Team. The role provides technical and analytical support to Wealth Advisors and Client Service Associates to help deliver client outcomes. The Associate analyzes portfolios, develops investment proposals and financial plans, prepares client materials, and supports client meetings and projects. The position requires strong problem-solving and quantitative skills, advanced Excel capability, effective communication and collaboration, and the ability to learn new systems quickly. The successful candidate will use AI tools to improve analytical workflows, automate repetitive tasks, and increase team efficiency. The team provides family-office services to high-net-worth and ultra-high-net-worth clients, managing approximately $6 billion in client assets across nearly 50 families. Its integrated approach coordinates investment management, tax planning, estate structuring, philanthropy, and liquidity-event preparation, working with clients’ attorneys, accountants, and trustees. The position is based in San Francisco, California, with a hybrid schedule requiring at least three days per week in the office. Cresset offers a competitive compensation package and benefits to full-time employees.

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; a current license is a plus.
Advanced Excel skills; an Excel test is expected.
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 and complex problems.
Sound judgment and ability to identify when to escalate questions, risks, or client-sensitive issues.
Highly organized, flexible, urgent, and attentive to detail.
Positive, coachable, collaborative, and eager to learn and contribute.
Ability to manage 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 a designation.
Current Series 65 license or equivalent.
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 aligned with client 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 using 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 integrate insights into client plans.
Develop proficiency in core technology platforms, including Pershing, Fidelity, Salesforce, and Addepar.
Maintain accurate client records and documentation in Salesforce and other internal systems.
Lead 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 best practices.