Analyst, Client Advisory
Who Are We?
Crestone Capital, LLC is an independent, multi-family office based in Colorado that serves successful high-net-worth entrepreneurs and leading executives from around the world. With over 25 years of experience and approximately $2.25 billion in assets under management, we deliver a fully integrated approach to investment management and wealth advisory services. We create alignment through a fee-only model, acting as a fiduciary, and always putting clients' best interests first.
What's the Job?
The Analyst role is an entry level position with a tremendous opportunity to learn all facets of the wealth management industry. This individual will be heavily relied upon for getting the work done whether it be for a specific client meeting or request, preparation for one of our sponsored client events, or a particular investment. Depending on the individual's interests and strengths there will be opportunities to specialize and focus on specific areas (i.e. investment strategy, philanthropic advisory, taxes, estate planning, portfolio construction, etc.). This role is a precursor to our Financial Associate role. That assessment is based on performance, as well as the critical skills required the Financial Associate.
What Will You Do (this is what we know, but expect the unexpected)?
- Primary responsibility is to support the Client Advisory team, as well as Crestone clients and key internal stakeholders.
- Understand the client's background, investment goals and objectives and assist with development of their Investment Policy Statement.
- Implement, monitor, and rebalance investment portfolios in accordance with client's Investment Policy Statement.
- Assist with non-investment financial transactions (e.g., banking/mortgage).
- Communicate as appropriate with clients regarding confidential and complex topics with the highest level of integrity.
- Identify opportunities to expand existing client relationships.
- Expand referral network, building Crestone's presence through frequent interaction and communication with external parties.
What Do You Need?
- Undergraduate degree with a preference for Finance, Accounting and/or related field.
- 0-3 years of professional experience, preferably in financial services.
- FINRA licensing (Series 7 and 66) 90 days after hire date.
- Interest and comprehension of financial markets.
- Strong quantitative and analytical skills.
- Excellent attention to detail and problem-solving skills.
- Strong verbal and written communication skills.
- Well-developed interpersonal skills and proven ability to be effective team player.
- Sound judgment, self-starter, and ability to handle concurrent demands efficiently and to take ownership of results.
- Highest degree of integrity and professionalism with the ability to work well in a dynamic environment.