About Cresset
Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized 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. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes Top RIA Firm.
Job Description
The Consolidated Reporting Specialist plays a pivotal role in delivering bespoke reporting solutions to our most complex clients. This position involves not only the creation of detailed reports but also the ongoing maintenance and quality assurance of data to ensure accuracy and customization to meet specific client needs. Leveraging a comprehensive understanding of the Addepar reporting system and investment strategies, this individual will drive efficiencies within the team and enhance the quality assurance processes for reporting. Additionally, the Consolidated Reporting Specialist will support internal data reporting for various projects and internal stakeholders, ensuring that all data presented is both accurate and relevant.
Responsibilities will include:
Custom Reporting
Process Improvements
Qualifications:
What We Offer
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $90,000-$115,000. 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.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
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