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Cresset · 1 day ago

Associate, Investment Analyst

West Palm Beach, FL

Full-time

Hybrid

Entry Level

1+ years exp

Cresset is an independent, award-winning multi-family office and private investment firm seeking an Investment Analyst to join their Wealth Advisory team. The role involves providing comprehensive support to high net worth clients and working closely with experienced Wealth Advisors to develop investment recommendations and financial plans.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Hiring Manager

Tom Christman

Responsibilities

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)

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

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

Qualification

CFA®CFP®Series 65 licenseFinancial planningPortfolio managementSalesforceMicrosoft Office SuiteEMoneyAddeparOrganizational skillsCommunication skills

Required

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; 1-3 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