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Cresset · 1 day ago

Associate, Investment Analyst

Atlanta, GA

Full-time

Hybrid

Entry Level

1+ years exp

Cresset is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth and life for its clients. They are seeking an Investment Analyst to support high net worth clients by collaborating with experienced Wealth Advisors and managing day-to-day client relationships. The role involves preparation for client meetings, portfolio management, and operational tasks to ensure a high level of service.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Hiring Manager

Glenn Hecht

Responsibilities

Prepare materials for client meetings and prospective client meetings; may attend client and/or prospect meetings

Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed

Review clients’ quarterly performance reports and collaborate with Reporting to identify and resolve issues

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)

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

Proactively maintaining database of quarterly manager letters and/or updates of widely-held Private Investments

Qualification

CFACFPSeries 65Financial services experienceMicrosoft Office SuiteSalesforceEMoneyAddeparChatGPTClient relationship managementEntrepreneurial spiritProblem-solvingOrganizational skillsCommunication skills

Required

Bachelor's Degree required; strong preference for CFA® or CFP® professionals or candidates on track to earn one of these designations

Previous work or internship experience in financial services required; 1–3 years preferred

Series 65 license (or equivalent) required; candidates must obtain within 120 days of employment if not already licensed

Strong initiative, problem-solving ability, and entrepreneurial spirit with a creative and proactive approach to challenges

Adaptable and flexible, able to work independently, think strategically, and collaborate effectively in dynamic, fast-paced environments

Excellent written and verbal communication skills with keen attention to accuracy and detail

Strong organizational and prioritization skills with the ability to manage multiple tasks, meet deadlines, and deliver high-quality results

Coachable, with a growth mindset, discretion in handling confidential information, and commitment to compliance with SEC and company regulations

Proven ability to build and maintain positive relationships with clients, peers, and professional partners (CPAs, attorneys, etc.)

Proficient in Microsoft Office Suite; familiarity with eMoney, Salesforce, Addepar, ChatGPT, and custodial platforms is a plus

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

Entrepreneurial spirit with a drive to take initiative and contribute meaningfully to the team