ASSOCIATE, REPORTING 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.

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 actively seeking an Associate, Reporting Analyst to implement scalable client portfolio reporting to support alternative investments and complex ownership structures.

Responsibilities will include:

• Provide support for internal data reporting needs within the firm
• Create and automate reports at the client's request to assist the client service team
• Managing all the onboarding and reporting functions within our performance reporting system
• Work with Advisor teams to answer any client questions related to performance or investments
• Lead the management and maintenance of data integrity for performance reporting and other internal processes
• Take initiative to identify and implement scalability & reporting process improvements

In addition to these core responsibilities, the Reporting Analyst may also be involved in supporting key initiatives and campaigns, ad hoc projects, and other efforts at both the advisor team and firm level. It is critical that Reporting Analyst be self-motivated, comfortable juggling multiple projects, and eager to foster and deepen relationships in order for Cresset to best serve its clients and continue to grow as successfully as it has since its inception.

Qualifications:

• Bachelor’s degree required; Finance, Accounting or Economics degree preferred
• 1+ years of experience in financial services focused on reporting preferably in wealth management
• Background with performance reporting and system integrations preferred
• Experience with Addepar preferred
• Meticulous attention to detail and follow-through and an ability to perform tasks with a high degree of accuracy and efficiency
• Excellent communication skills, both written and oral
• Strong organizational, communication, leadership, and interpersonal skills
• Must be a team player willing to contribute in a variety of ways to their advisor teams and broader Cresset team
• High degree of professionalism and flexibility in a demanding, fast-paced and frequently changing environment
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft 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, 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.