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 our San Francisco-based Wealth Advisory Team. The Associate will serve as a technical and analytical force multiplier for the broader advisory team. This role is designed for someone who thrives on problem-solving, analytical thinking, and technical depth, partnering with Wealth Advisors and Client Service Associates in delivering exceptional client outcomes. We are looking for a candidate with 2-4 years of experience in an analytical and/or technical role, with a strong educational background that demonstrates intellectual rigor and quantitative ability. The ideal hire will be a go-to resource for data-driven insights, with the ability to break down complex problems, work confidently in Excel, and learn new systems quickly. While the focus is technical, effective communication and collaboration skills are essential. The ideal candidate will also be an active and thoughtful user of AI tools, with experience using platforms such as OpenAI/ChatGPT and Anthropic/Claude to improve analytical workflows, automate repetitive tasks, and drive team efficiency. The team at Cresset is a San Francisco-based wealth advisory group that delivers a full-service family office experience to high-net-worth and ultra-high-net-worth clients. The nine-person team brings decades of experience and manages approximately $6 billion in client assets across nearly 50 families. We take a deeply integrated, multi-generational approach to wealth management, providing comprehensive family office services that combine institutional-level resources with a high-touch, boutique experience. At the core of the team’s approach is a holistic, goals-based wealth strategy that coordinates all aspects of a client’s financial life. The team acts as a family’s personal CFO, integrating investment management, tax planning, estate structuring, philanthropy, and liquidity event preparation. We collaborate closely with clients' attorneys, accountants, and trustees to develop cohesive, long-term strategies that preserve and grow wealth across generations.

Requirements

Bachelor’s degree in Math, Data Science, Finance, or related field.
2-4 years in analytical, investment, or portfolio-focused roles.
Must obtain Series 65 license (or equivalent) within 120 days if unlicensed; current license a plus.
Advanced Excel skill (expect Excel test) and strong PowerPoint capabilities.
Demonstrated experience using AI tools such as OpenAI/ChatGPT, Claude, or similar platforms in a professional setting to improve productivity, analysis, research, or workflows.
Strong analytical aptitude, with the ability to process numbers and information quickly and accurately.
Ability to think strategically, work independently with limited guidance, and collaborate effectively in team settings.
Comfort working through ambiguous, complex problems where the answer is not immediately clear.
Sound judgment and ability to identify when to escalate questions, risks, or client-sensitive issues.
Highly organized, flexible, and able to operate with a strong sense of urgency and attention to detail.
Positive, coachable, and collaborative, with a strong desire to learn and contribute.
Proven ability to manage confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity.
Excellent written and verbal communication skills.

Nice To Haves

CFP or CFA credentials or working towards designation, preferred.
Experience with AI-enabled automation, advanced prompting, APIs, coding, or workflow tools is a plus, but not required.
Familiarity with Addepar, eMoney, and custodial platforms (Pershing and Fidelity) is a plus, but not required.

Responsibilities

Analyze client investment portfolios and partner with the Wealth Advisors on the development, presentation, and implementation of investment recommendations.
Construct client portfolios and investment proposals, aligned with each client's objectives, risk tolerance, time horizon, and liquidity needs.
Evaluate asset allocation, diversification, concentrated exposure and portfolio risk to support thoughtful investment decisions.
Incorporate tax considerations, cost basis, entity structures, and realized/unrealized gains into portfolio analysis and investment recommendations.
Analyze liquidity, cash flow, liabilities, and major financial decisions in coordination with investment portfolios and financial plans.
Collaborate with the Wealth Advisors and National Investments Team to evaluate investment opportunities and integrate research into client portfolios.
Lead ad hoc analytical client projects requiring creative thinking, structured problem-solving, sound judgment and analytical rigor to address complex client situations.
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 polished 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 the development of financial planning recommendations.
Stay current on wealth planning trends, legislative changes, and planning techniques and collaborate with the Wealth Strategy team to integrate these insights into client plans.
Develop deep proficiency in the team’s core 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 across team workflows to improve efficiency, consistency, and scalability, including identifying Identify opportunities to automate manual processes using AI and other technologies, and develop repeatable workflows and best practices for the team.