Wealth Analytics Associate

Cresset; San Francisco (CA); Hybrid; USD 115,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) retirement plan

Health savings accounts

Disability insurance

Pre-tax parking

Job summary

Cresset, a San Francisco-based private investment and multi-family office, is seeking an Associate, Investment Analyst to join its Wealth Advisory Team. This role blends rigorous data analysis with client-facing collaboration to deliver investment insights and strategic guidance for high-net-worth families.

Hybrid work in San Francisco, minimum 3 days in office. Starting salary ranges from $115,000 to $140,000, plus a comprehensive benefits package and performance incentives.

Qualifications

• 2-4 years in analytical, investment, or portfolio-focused roles.
• CFP or CFA credentials or working towards designation preferred.
• Must obtain Series 65 license within 120 days if unlicensed.

Responsibilities

• Analyze client investment portfolios and develop investment recommendations with Wealth Advisors.
• Construct client portfolios and proposals aligned with objectives and risk tolerance.
• Evaluate asset allocation, diversification, and portfolio risk.
• Coordinate tax reporting with CPA teams and monitor K-1s and 1099s.
• Lead AI-enabled workflows to improve efficiency and scalability.
• Develop balance sheets, net worth statements, and cash flow projections.

Skills

Analytical thinking

Excel proficiency

AI tooling

Communication

Team collaboration

Education

Bachelor's degree in Math, Data Science, Finance, or related field

Tools

Pershing

Fidelity

Salesforce

Addepar

Job description

Cresset, a San Francisco-based private investment and multi-family office, is seeking an Associate, Investment Analyst to join its Wealth Advisory Team. This role blends rigorous data analysis with client-facing collaboration to deliver investment insights and strategic guidance for high-net-worth families.

Hybrid work in San Francisco, minimum 3 days in office. Starting salary ranges from $115,000 to $140,000, plus a comprehensive benefits package and performance incentives.