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© All Rights Reserved. ApplyBlast.com
Cresset
Cresset is seeking an Associate, Investment Analyst to join its San Francisco-based Wealth Advisory Team, serving as a technical and analytical resource for Wealth Advisors and Client Service Associates. The role focuses on delivering data-driven insights, conducting investment analysis, and supporting client outcomes through problem-solving and collaboration. This position requires strong quantitative skills, proficiency in Excel, and experience leveraging AI tools to enhance analytical workflows.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cresset.