Investment Analyst
Crest Industries(29 days ago)
About this role
The Investment Analyst supports the Crest Investment Office, a family-office style function managing capital across operating businesses, real assets, and non-core investments. The role focuses on long-term capital stewardship and multi-generational portfolio management rather than high transaction volume. It involves close interaction with the Investment Committee, providing visibility into real decision-making and outcomes. The position also contributes to building and refining the investment office’s reporting, processes, and frameworks as the platform grows.
Required Skills
- Portfolio Reporting
- Performance Analysis
- Risk Monitoring
- Asset Allocation
- Investment Research
- Financial Modeling
- Scenario Testing
- Stress Testing
- Investment Memo Writing
- Capital Deployment
+6 more
Qualifications
- Bachelor’s Degree in Finance
- Bachelor’s Degree in Economics
- Bachelor’s Degree in Accounting
About Crest Industries
crestoperations.comCrest Operations is an operational improvement and portfolio services firm that partners with private equity sponsors and middle‑market companies to accelerate growth and value creation. They provide hands‑on leadership and transformation programs—covering commercial strategy, supply chain and manufacturing optimization, digital enablement, and interim executive support—to scale businesses quickly. Crest emphasizes data‑driven playbooks and experienced operating executives to deliver measurable performance improvements across industrial, manufacturing, and specialty services businesses.
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