Job Description: The job will be located in the Austin area and will serve in multiple capacities. The role will include investment and economic analysis for Investment Committee, and administrative and operational duties. Guidance and direction will be provided by the Director of Operations and Chief Investment Officer.
Additionally, the role will include operational tasks that will require a high degree of attention to detail, accuracy, and thoroughness. These operational tasks will include but not be limited to interactions with other operations personnel, routine/ad hoc projects, internal audit, performance report management and updating, and other skills.
There will be additional responsibilities surrounding investment analysis of client and prospective client presentations, on an as needed basis.
Employer is an equal opportunity employer.
A series 65 license will be required for the position, but if not obtained upon hiring, must be completed within 30-60 days of date of hire.
Those who have passed level 1 of CFA exam will be given strong consideration.
A CFP is also a plus but not required for this position. A CPA would also be considered desirable.
Bachelors Degree in finance, accounting, or an equivalent quantitative field of study.
Enrolled in the CFA curriculum and passed level 1, strongly preferred.
Series 65 License or ability to complete it in 30-60 days.
Clean background check
Provide three (3) professional references in the cover letter
Minimum Two (2) years of professional experience preferred, but would consider entry level for the right candidate.
Additional Salary Information: The salary will be commensurate with experience.
Internal Number: 5
About Crestmont Private Wealth
Crestmont Private Wealth is an independent wealth management firm with two (2) offices in TX.