Investment Analyst

Come join our team at Crest Operations!

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 decisions—supporting portfolio construction, performance evaluation, and capital deployment—rather 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.

 

 

•       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.

 

•       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.

 

•       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.

 

•       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.

 

•       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.

 

•       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.

 

•       Bachelor’s degree in Finance, Economics, Accounting, or a related field.

•       2–5+ 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.

We know how difficult it is to manage change and solve problems. Continuous improvement is hard work. Founded in 1958, we’ve seen our share of struggles. We’ve failed. We’ve learned and we’ve adapted. We will continue to grow and evolve to meet our customers’ ever-changing needs.  To do this, there are three forces that we leverage that will not change: Our Solid Foundation, Innovation, and The Right People.  When we bring these three forces together, we get a forward movement. Our logo reflects our respect for the past and our legacy but also supports where our industries are going.

We hire people who share our values and we put the right people in the right seats, with the skill sets that fit our customers’ challenges and we work hard to develop our people. Our people come to work because it feels like home, no matter where they are from. We place each other above egos because, at Crest, our coworkers are like your family. And like family, we believe in honest and clear communication so that the path towards our customers’ success is a united effort.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Crest Operations will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Part of the CREST INDUSTRIES family of companies.