Jobs at Cresset (Now Hiring) — 22 open — Page 2

Job DetailsLevel: ExperiencedJob Location: San Francisco Office - San Francisco, CA 94111Salary Range: $120,000.00 - $150,000.00 Salary/yearAbout Cresset

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.

Job Description

Cresset is seeking an Investment Analyst to join Cresset’s Wealth Advisory team. The Investment Analyst will provide comprehensive support to our high net worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and support the day-to-day operations of client relationships. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.

Key Responsibilities

Portfolio Management

Review client portfolios and assist Advisors with the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews
Collaborate with the National Investments Team to apply the firm's best thinking to client portfolios while considering client-specific needs regarding cash flow, taxation, liquidity, risk, and other considerations
Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement
Develop and maintain investment policy statements (IPS)

Financial Planning

Oversee the production and maintenance of net worth statements, financial plans, and cash flow projections
Where appropriate, attend prospect and client meetings to gather information to create financial plans and investment strategies
Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Strategy team to enhance client planning

Operations

Coordinate with the Client Associate to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests
Document client notes, investment changes, and activities in Salesforce
Review clients’ quarterly performance reports and collaborate with Reporting to identify and resolve issues
Prepare client meeting materials; may attend client and/or prospect meetings
Support client Private Investment reporting in partnership with Client Associate and coordination of outside fund administrators and portals
Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed

Qualifications

Qualifications

Bachelor’s Degree required; strong preference given to CFA® or CFP® professionals or those on track to earn any of these designations
Previous work / internship experience in financial services required; 4+ years experience preferred
Series 65 license or equivalent required; unlicensed candidates required to obtain the license within 120 calendar days of employment
Strong initiative and problem-solving ability with a creative, innovative, and tenacious approach to challenges
Adaptable and flexible, thriving in dynamic, fast-paced environments while maintaining a strong sense of urgency
Excellent written and verbal communication skills with a keen attention to detail for accuracy and thoroughness
Proven ability to work independently with limited guidance and think strategically, while also collaborating effectively in team settings
Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously
Ability to evaluate, prioritize, and meet deadlines while ensuring high-quality results
Proactively approach problems, demonstrating solid decision-making and a learning mindset for continuous improvement
Coachable, with a strong willingness to learn and grow in compliance with SEC and company-required rules and regulations
Proven ability to establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
Discretion in handling confidential information, upholding the highest level of client service, ethics, and integrity; with willingness to learn and comply with SEC and other company required rules and regulations
Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, and custodial platforms is a plus
Entrepreneurial spirit with a drive to take initiative and contribute meaningfully to the team

What We Offer

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $120,000 - $150,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.