Investment Analyst

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Crest Industries is committed to bringing together the best people and resources to meet today’s challenges. With recent growth and acquisitions, we are a catalyst for change.

Crest Industries is seeking an Investment Analyst to support the Crest Investment Office. This role is designed for an investor who values long‑term capital stewardship over transaction volume. 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.

• 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

Crest Operations is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.

Crest Operations is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request information regarding reasonable accommodation, contact your Human Resource Business Partner.

Equal Opportunity Employer/Protected Veterans/Individuals…