Job Description

Job Description

About 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 Title: Associate, Investment Analyst

Location : San Francisco, CA (Hybrid, 4 days/week in new office)

Cresset is seeking an Associate, Investment Analyst to join our San Francisco-based Wealth Advisory Team. This role is designed for someone who thrives on problem-solving, analytical thinking, and technical depth, and who can support both Wealth Advisors and Client Service Associates in delivering exceptional client outcomes. We are looking for a candidate with 2-4 years of experience in an analytical and/or technical role , with a strong educational background that demonstrates intellectual rigor and quantitative ability. The ideal hire will be a go-to resource for data-driven insights, with the ability to break down complex problems, work confidently in spreadsheets and other tools, and learn new systems quickly. While the focus is technical, effective communication and collaboration skills are essential.

Who you would be working with:

The team at Cresset is a San Francisco-based wealth advisory group that delivers a full-service family office experience to high-net-worth and ultra-high-net-worth clients. Led by two Managing Directors, the five-person team brings decades of experience and manages approximately $2 billion in client assets across 120 relationships. They take a deeply integrated, multi-generational approach to wealth management, providing comprehensive family office services that combine institutional-level resources with a high-touch, boutique experience.

At the core of the team’s approach is a holistic, goals-based wealth strategy that coordinates all aspects of a client’s financial life. The team acts as a family’s personal CFO, integrating investment management, tax planning, estate structuring, philanthropy, and liquidity event preparation. They collaborate closely with clients' attorneys, accountants, and trustees to develop cohesive, long-term strategies that preserve and grow wealth across generations.

Beyond investment management, the team provides family education, succession planning, and governance solutions to help younger generations prepare for responsible wealth stewardship. Their access to private investments, lending solutions, and complex financial structures makes them a trusted partner for entrepreneurs, multi-generational families, and executives seeking an integrated, seamless, and sophisticated wealth management experience.

Primary Responsibilities:

Portfolio and Investment Analytics

• Analyze and support client investment portfolios by working with the Wealth A d visors on the development, presentation, and implementation of investment recommendations. Responsibilities also include portfolio construction, investment proposals, and creating and tracking investment policy statements.
• Experience and understanding of asset allocation, diversification concepts, and concentrated exposure.
• Build investment proposals aligned with client risk and return expectations, time horizon, and objectives.
• Create pitch decks for prospective clients and maintain team marketing materials.
• Integrate firm wide research into client portfolios through collaboration with the National Investments Team.
• Take ownership of ad hoc analytical client projects requiring creativity, structured problem-solving, and analytical rigor to find and deliver a solution.
• Prepare updates on alternative asset investments in preparation for client meetings.
• Monitor client K-1s and 1099s, and coordinate delivery of tax details to CPA teams.
• Co-lead team trading operations.

Operations

• Lead AI integration to drive team efficiency initiatives.
• Develop deep proficiency in custodian platforms (Pershing and Fidelity).
• Record and maintain accurate Salesforce records for all client activities.
• Produce polished quarterly performance reports under a timeline for delivery to clients.
• Prepare professional, well-structured materials for client and prospective client meetings.
• Learn to utilize Cresset’s internal networks and resources effectively.

Financial Planning

• Develop and maintain balance sheets, net worth statements, cash flow projections, and financial plans in eMoney.
• Participate in prospective and client meetings, as needed, to gather information for developing balance sheets and financial plans.
• Stay current on wealth planning trends, legislative changes, and planning techniques; collaborate with the Wealth Strategy team to integrate these insights into client plans.

Qualifications and Characteristics:

• Bachelor’s degree in Math, Data Science, Finance, or related field.
• 2-4 years in analytical, investment, or portfolio-focused roles.
• CFP or CFA credentials or working towards designation, preferred.
• Must obtain Series 65 license (or equivalent) within 120 days if unlicensed; current license a plus.
• Advanced skills in Excel (expect Excel test) and PowerPoint.
• Strong analytical aptitude; ability to process numbers and information quickly.
• Think strategically; work independently with limited guidance, while also collaborating effectively in team settings.
• Experience using AI in the workplace.
• Highly organized, flexible, and able to operate with a strong sense of urgency and attention to detail.
• Coachable; Positive energy and attitude required!
• Proven ability to manage confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity.
• Excellent communication skills, both written and verbal
• Salesforce proficiency: familiarity with Addepar, eMoney, and custodial platforms (Pershing and Fidelity) is a plus.

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 range: $115,000 - $135,000. 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.

*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.

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