Investment Analyst

Investment Analyst

Crest Industries is seeking an Investment Analyst to support the Crest Investment Office, a family-office style investment function responsible for stewarding a single-family office capital across operating businesses, real assets, and non-core investments.

This role is designed for an investor who values long-term capital stewardship over transaction volume, and depth of analysis over deal churn. The Investment Analyst will be directly involved in real investment decisionssupporting portfolio construction, performance evaluation, and capital deploymentrather than producing analysis disconnected from outcomes.

The Crest Investment Office operates with a long-term, multi-generational perspective. We emphasize:

• Long-term capital preservation and growth, not short-term trading.
• Thoughtful, disciplined deployment of capital, not transaction velocity.
• Direct exposure to decision-making through an active Investment Committee.
• Values-aligned investing consistent with the family's mission.

Core responsibilities include:

• Portfolio Stewardship & Performance Reporting
• Prepare quarterly and annual portfolio allocation and performance reports.
• Analyze investment performance at the portfolio, asset class, and individual investment levels.
• Measure performance against established benchmarks and long-term return targets.
• Monitor portfolio concentration, asset allocation ranges, and risk exposures.
• Support preparation of materials for Investment Committee meetings.
• Investment Analysis & Capital Deployment Support
• Research and analyze investment opportunities sourced by the Investment Committee.
• Conduct investment analysis focused on long-term value creation, including expected returns, payback periods, risk alignment, liquidity implications, scenario and stress testing, exit strategies, and market timing.
• Prepare clear, decision-oriented investment memos that directly inform capital deployment decisions.
• Portfolio Monitoring & Risk Management
• Monitor existing investments for performance, concentration, and evolving risks.
• Research macro, market, and asset-specific risks impacting the portfolio.
• Support portfolio stress testing and downside scenario analysis.
• Assist in maintaining adherence to asset allocation targets and investment policy guidelines.
• Real Decision-Making Exposure
• Work directly with the Investment Committee to support investment decisions.
• See analysis carried through to actual capital deployment and exits.
• Participate in post-investment reviews to evaluate outcomes versus expectations.
• Gain visibility into how strategy, risk, liquidity, and values shape real decisions.
• Cross-Functional & Advisor Collaboration
• Partner with Accounting to track investment funding, distributions, and realizations.
• Support reconciliation and reporting of investment activity.
• Coordinate with external advisors including legal, tax, audit, and investment consultants.
• Assist in documenting governance, policy adherence, and reporting processes.
• Building the Investment Office
• Help develop and refine investment reporting, dashboards, and analytics.
• Contribute to the evolution of investment processes, templates, and frameworks.
• Support long-term development of the Crest Investment Office as the family's investment platform grows.

Qualifications include:

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 25+ years of experience in investment analysis, asset management, FP&A, or related roles.
• Strong analytical and financial modeling skills.
• Ability to think in long-term, risk-adjusted return frameworks.
• Strong written communication skills for investment memos and reporting.