Associate, Investment Analyst

Cresset is looking for an Associate Investment Analyst to join their Wealth Advisory team in Atlanta. In this role, you’ll support high net worth clients by preparing for meetings, analyzing portfolios, and collaborating with experienced advisors. It’s a great opportunity for someone eager to develop their advisory skills in a supportive environment.

What You’ll Do

• Prepare materials for client meetings and assist in managing client relationships
• Review and analyze client portfolios, helping to develop investment recommendations
• Collaborate with the National Investments Team to tailor client portfolios
• Assist with client onboarding and account maintenance tasks
• Document client interactions and maintain accurate records

What You Need

• Bachelor’s Degree required; preference for CFA® or CFP® candidates
• 1-3 years of experience in financial services preferred
• Must obtain Series 65 license within 120 days if not already licensed
• Strong problem-solving skills and entrepreneurial spirit
• Excellent communication skills with attention to detail
• Ability to manage multiple tasks and meet deadlines
• Proficient in Microsoft Office; familiarity with Salesforce and other platforms is a plus

What You’ll Love

• Work in a client-first environment focused on long-term relationships
• Be part of a team that values personal and professional growth
• Enjoy a competitive compensation package with benefits
• Experience a culture that prioritizes employee engagement and satisfaction

About the Firm

• Cresset is an independent, award-winning multi-family office and private investment firm
• They focus on optimizing wealth and life for their clients
• Recognized as one of the best places to work in the industry
• Committed to building long-term relationships and shared success