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Cresset · 3 hours ago

Director, Investment Strategy

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$175K/yr - $250K/yr

7+ years exp

Cresset is an independent, award-winning multi-family office and private investment firm focused on delivering exceptional experiences for clients. The Director of Investment Strategy plays a crucial role in providing investment expertise, supporting client advisory teams with investment strategy, portfolio construction, and general investment advice.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Hiring Manager

Tom Christman

Responsibilities

Communicate investment strategy along with strategic and tactical asset allocation across client portfolios

Support consistency in portfolio construction methodologies and client advisor adherence to Investment Policy Statements (IPS)

Stay abreast of market, macroeconomic, and geopolitical developments and their potential impact on investment team guidance to client advisors

Support client advisors with complex multi-asset portfolios, incorporating both public and private investment solutions

Partner with client advisors to develop bespoke portfolio strategies tailored to client objectives and constraints

Support investment proposals, client communications, and special projects for high-net-worth and institutional clients

Join advisors in select client meetings

Understand all due diligence efforts on third-party managers, alternative investments, and new strategies

Collaborate with research team to ensure clear investment insights and thematic market commentary

Identify opportunities to enhance the firm’s investment platform

Participate in all investment team planning and communications

Represent the firm’s investment philosophy in client meetings and marketing efforts

Deliver presentations and white papers to support business development and deepen client relationships

Train and mentor junior investment team members and client-facing professionals on investment best practices

Other duties and responsibilities that may be assigned with the scope of the job position

Qualification

Investment StrategyPortfolio ManagementAsset AllocationCFACAIAMicrosoft 365Collaborative StyleProfessionalismCommunicationRelationship Building

Required

Bachelor's degree in Finance, Economics, or related field

7-15 years of experience in investment strategy, portfolio management, or institutional consulting

Licenses including series 65

Demonstrated expertise across multiple asset classes, including traditional and alternative investments

Strong understanding of asset allocation, risk management, and capital market assumptions

Excellent communication skills, with the ability to present complex ideas clearly to diverse audiences

Experience working within or supporting an RIA, multi-family office, or wealth management platform

Collaborative style with proven experience successfully building and cultivating relationships

Established relationships with external vendors and service partners

Expertise in Microsoft 365 including SharePoint and Power BI, Salesforce, Addepar, and other applications

High degree of professionalism and ability to perform successfully in a service-oriented, fast-paced, high-growth and frequently changing environment and aligned with Cresset's values and culture