Portfolio Specialist

1 month ago

Reston, Virginia, United States Cresset Corporation Full time
About Cresset

Cresset is a leading, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, mirroring those available to the largest single-family offices and endowments. We offer bespoke wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. Our firm is widely recognized for its excellence and is frequently ranked as a top RIA firm by Barron's and Forbes.

Job Summary

We are seeking a skilled Portfolio Specialist to provide exceptional investment support to our Wealth Advisors. As a key member of our team, you will be responsible for delivering world-class investment outcomes to our clients, utilizing Cresset's best practices. This is a long-term core business function with natural paths into Senior Portfolio Management and/or full-fledged Wealth Advisor roles.

Key Responsibilities
  • Develop and deliver investment-related presentations to clients and prospects, including deconstruction, proposal, rebalances, and quarterly performance reviews.
  • Implement client portfolios, including modeling, monitoring, phase-in, rebalancing, cash-flows, and margin maintenance.
  • Develop and maintain investment policy statements (IPS) for every discretionary portfolio.
  • Review clients' quarterly performance reports and collaborate with Reporting to identify and resolve issues.
  • Comply with all client, firm, and regulatory requirements.
  • Collaborate with Manager Research Team to understand vehicle/manager due diligence and quarterly reviews, as well as discovery of new strategies and investment ideas.
  • Update and Educate Advisor Team of best research ideas and provide recommendations for implementation across client portfolios.
  • Cultivate a strong investment and wealth management acumen across public and private markets, portfolio construction and management, goals-based planning, and basic estate, tax, and philanthropic planning.
  • Innovate, adopt, and spread best practices and technology solutions.
Qualifications
  • Bachelor's degree required in Business, Finance, or a related field; advanced degree(s) a plus.
  • CFA is a plus; someone who has passed Level I, II, and/or III should still apply if not a CFA at this time.
  • 3+ years of experience in investment management, investment consulting, or a comparable background.
  • Coachable with the ability to work in a team environment or independently when necessary.
  • Trained on industry basics of asset allocation and investments.
  • Continuous learner, proactive, and self-motivated to expand knowledge base.
  • Strong communication skills, both written and verbal, and engaged listening.
  • Excellent time management skills, including multi-tasking and prioritizing responsibilities.
  • Exceptional problem-solving capabilities in an entrepreneurial environment.
  • Demonstrates professional maturity and sound judgment.
  • Fits into a high-performance culture with accountability and high client centricity.
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
  • Develop skills using internal and external technology.
  • Entrepreneurial spirit.
What We Offer

At Cresset, we prioritize our people. As a service business, our employees are our assets. We engage our clients and employees as our highest priority. Starting base salary range: $100,000 - $150,000. 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. Aligning employee and organizational interests, all employees receive equity in Cresset.

We are an equal employment opportunity employer and comply with all applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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