Crest Industries · 1 day ago
Investment Analyst
Pineville, Louisiana
Full-time
Onsite
Mid, Senior Level
2+ years expCrest Industries is a company focused on delivering innovative solutions and long-term capital stewardship. They are seeking an Investment Analyst to support the Crest Investment Office in making informed investment decisions and managing a diverse portfolio.
EnergyManufacturing
Responsibilities
Prepare quarterly and annual portfolio allocation and performance reports
Analyze investment performance at the portfolio, asset class, and individual investment levels
Measure performance against established benchmarks and long-term return targets
Monitor portfolio concentration, asset allocation ranges, and risk exposures
Support preparation of materials for Investment Committee meetings
Research and analyze investment opportunities sourced by the Investment Committee
Conduct investment analysis focused on long-term value creation, including expected returns, payback periods, risk alignment, liquidity implications, scenario and stress testing, exit strategies, and market timing
Prepare clear, decision-oriented investment memos that directly inform capital deployment decisions
Monitor existing investments for performance, concentration, and evolving risks
Research macro, market, and asset-specific risks impacting the portfolio
Support portfolio stress testing and downside scenario analysis
Assist in maintaining adherence to asset allocation targets and investment policy guidelines
Work directly with the Investment Committee to support investment decisions
See analysis carried through to actual capital deployment and exits
Participate in post-investment reviews to evaluate outcomes versus expectations
Gain visibility into how strategy, risk, liquidity, and values shape real decisions
Partner with Accounting to track investment funding, distributions, and realizations
Support reconciliation and reporting of investment activity
Coordinate with external advisors including legal, tax, audit, and investment consultants
Assist in documenting governance, policy adherence, and reporting processes
Help develop and refine investment reporting, dashboards, and analytics
Contribute to the evolution of investment processes, templates, and frameworks
Support long-term development of the Crest Investment Office as the family’s investment platform grows
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or a related field
2–5+ years of experience in investment analysis, asset management, FP&A, or related roles
Strong analytical and financial modeling skills
Ability to think in long-term, risk-adjusted return frameworks
Strong written communication skills for investment memos and reporting
Company
Crest Industries
Founded in 1958, Crest Industries is the operating company for a family of world-class project-oriented businesses specialized in electric power delivery, industrial services, distribution and natural resources.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Bordelon, MPA, CPA, CIA
Chief Financial Officer
Company data provided by crunchbase