Associate, Investment Analyst

Cresset; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Medical, dental, and vision insurance

401(k) retirement plan

Health savings accounts

Short and long-term disability insurance

Job summary

A leading investment firm in West Palm Beach is seeking an Investment Analyst to enhance client relationships and support high net worth individuals. The analyst will review portfolios, collaborate with the National Investments Team, and assist with client trades. Ideal candidates will hold a Bachelor's Degree, preferably with CFA® or CFP® designations, have strong problem-solving and communication skills, and thrive in a dynamic environment. This role offers an opportunity for growth under experienced mentorship.

Qualifications

• Strong problem-solving ability and initiative.
• Excellent written and verbal communication skills.
• Ability to prioritize and manage multiple tasks.

Responsibilities

• Review client portfolios and assist with investment recommendations.
• Collaborate with the National Investments Team on client portfolios.
• Assist with client portfolio trades and implementation.

Skills

Problem-solving

Communication skills

Organizational skills

Analytical skills

Initiative

Education

Bachelor's Degree

CFA® or CFP® (preferred)

Tools

Microsoft Office Suite

Salesforce

eMoney

Job description

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.

Cresset is seeking an Investment Analyst to join Cresset’s Wealth Advisory team. The Investment Analyst will provide comprehensive support to our high net worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and support the day‑to‑day operations of client relationships. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.

Primary 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

Operations

• 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

Qualifications

• 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

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. 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.

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.