Associate, Investment Analyst

Position: ASSOCIATE, INVESTMENT ANALYST
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.

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 multi-family offices,
* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

Location:

San Francisco, CA (Hybrid, minimum 3 days/week in office)
Cresset is seeking an Associate, Investment Analyst to join our San Francisco-based Wealth Advisory Team. The Associate will serve as a technical and analytical force multiplier for the broader advisory team.

This role is designed for someone who thrives on problem-solving, analytical thinking, and technical depth, partnering with 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 Excel , and learn new systems quickly. While the focus is technical, effective communication and collaboration skills are essential.

The ideal candidate will also be an active and thoughtful user of AI tools, with experience using platforms such as OpenAI/ChatGPT and Anthropic/Claude to improve analytical workflows, automate repetitive tasks, and drive team efficiency.

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. The nine-person team brings decades of experience and manages approximately $6 billion in client assets across nearly 50 families. We 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. We collaborate closely with clients' attorneys, accountants, and trustees to develop cohesive, long-term strategies that preserve and grow wealth across generations.

Key Responsibilities Investment Analysis and Portfolio Management Analyze client investment portfolios and partner with the Wealth Advisors on the development, presentation, and implementation of investment recommendations.

Construct client portfolios and investment proposals, aligned with each client's objectives, risk tolerance, time horizon, and liquidity needs.

Evaluate asset allocation, diversification, concentrated exposure and portfolio risk to support thoughtful investment decisions.

Incorporate tax considerations, cost basis, entity structures, and realized/unrealized gains into portfolio…