Portfolio Specialist

7 days ago

Reston, Virginia, United States Cresset Full time
About Cresset

Cresset is a leading, independent, multi-family office and private investment firm that aims to revolutionize the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of 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 with over $50 billion in assets under management. Our firm is widely recognized for its excellence and consistently 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. This role will involve delivering world-class investment outcomes to clients using Cresset's best practices. The successful candidate will have a strong understanding of investment principles, excellent communication skills, and the ability to work independently or as part of a team.

Key Responsibilities
  • Develop and deliver investment-related presentations to clients and prospects, including portfolio analysis, proposal development, and quarterly performance reviews.
  • Implement client portfolios, including modeling, monitoring, rebalancing, cash-flow management, and margin maintenance.
  • Develop and maintain investment policy statements for every discretionary portfolio.
  • Review clients' quarterly performance reports and collaborate with the Reporting team to identify and resolve issues.
  • Comply with all client, firm, and regulatory requirements.
  • Collaborate with the 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 the Advisor Team on 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.
Requirements
  • Bachelor's degree in Business, Finance, or a related field; advanced degree(s) a plus.
  • CFA is a plus; candidates who have 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

Cresset offers a competitive compensation package, including a discretionary bonus program 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.

Cresset is an equal employment opportunity employer and complies with all applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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