Associate, Reporting

Cresset; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

401(k)

Job summary

Cresset, a Dallas-based independent multi-family office, is hiring an Associate, Reporting Analyst to support scalable client portfolio reporting across complex investments.

You will partner with advisor teams, maintain high-quality reporting, and identify opportunities to improve processes and scalability in a fast-paced environment.

Qualifications

• Bachelor's degree required; degree in Finance, Accounting, Economics, or a related field preferred.
• 1+ years of experience in financial services, preferably wealth management, investment reporting, performance measurement, or related function.
• Experience with portfolio or performance reporting systems and system integrations preferred.
• Experience with Addepar preferred.

Responsibilities

• Support internal and client-facing reporting needs across the firm.
• Create, customize, and automate portfolio reports to support advisor teams and client requests.
• Manage onboarding and ongoing reporting activities within Cresset's performance reporting system.
• Partner with advisor teams to research and respond to questions related to portfolio performance, investments, and reporting.
• Maintain the accuracy and integrity of performance reporting data and related internal processes.
• Identify opportunities to improve, automate, and scale reporting processes and workflows.
• Assist with system integrations, data validation, and reporting enhancements as needed.
• Support key team and firm initiatives, special projects, and other ad hoc reporting needs.

Skills

Attention to detail

Analytical thinking

Communication skills

Team player

Education

Bachelor's degree in Finance

Tools

Addepar

Excel

PowerPoint

Office Suite

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 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 Description

Cresset is seeking an Associate, Reporting Analyst to join our Reporting team, reporting to the Director, Reporting Manager. This role will support scalable, accurate client portfolio reporting across complex investment portfolios, including alternative investments and sophisticated ownership structures.

The Associate, Reporting Analyst will partner closely with advisor teams and internal stakeholders to maintain high-quality reporting, support client needs, and identify opportunities to improve reporting processes and scalability.

Key Responsibilities

• Support internal and client-facing reporting needs across the firm.
• Create, customize, and automate portfolio reports to support advisor teams and client requests.
• Manage onboarding and ongoing reporting activities within Cresset's performance reporting system.
• Partner with advisor teams to research and respond to questions related to portfolio performance, investments, and reporting.
• Maintain the accuracy and integrity of performance reporting data and related internal processes.
• Identify opportunities to improve, automate, and scale reporting processes and workflows.
• Assist with system integrations, data validation, and reporting enhancements as needed.
• Support key team and firm initiatives, special projects, and other ad hoc reporting needs.

The successful candidate will be highly detail-oriented, self-motivated, and comfortable managing multiple priorities in a fast-paced environment. This individual should enjoy solving problems, improving processes, and collaborating across teams to deliver an exceptional client experience.

Qualifications

• Bachelor's degree required; degree in Finance, Accounting, Economics, or a related field preferred.
• 1+ years of experience in financial services, preferably within wealth management, investment reporting, performance measurement, or a related function.
• Experience with portfolio or performance reporting systems and system integrations preferred.
• Experience with Addepar preferred.
• Strong analytical skills with exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and consistently follow through on assignments.
• Strong written and verbal communication skills.
• Excellent organizational, interpersonal, and problem-solving skills.
• Collaborative, team-oriented mindset with a willingness to contribute across the Reporting team and broader organization.
• High degree of professionalism, adaptability, and comfort working in a fast-paced, evolving environment.
• Proficiency with Microsoft Office, particularly Excel, as well as Word, PowerPoint, and Outlook.

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
• pre-tax parking and transportation programs

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.