Careers

Currently Crescent Grove Advisors is looking for a Financial Analyst

As a CGA Analyst you will:

- Assist assigned Senior Client Advisor with the financial counseling of a number of high net worth families.

- Provide customized analyses and individualized reports to solve clients’ unique and often complex financial matters.

- Develop proposals for prospective clients. This entails gathering all client financial information and creating a detailed approach for transitioning and deploying assets.

- Preparation of Federal and State returns to be reviewed by CGA’s Tax Manager as well as preparation of quarterly tax projections to assist in assessing estimated payments.

- Assist Senior Client Advisor with idea generation and problem solving on complex financial situations.

- Maintain a solid knowledge of financial and investment principles, estate planning techniques, as well as current tax law.

- Participate in other duties and projects as assigned.

What we look for:

- Bachelor’s degree in Finance, Accounting, Mathematics or other related field preferred.

- Self-motivated.

- Ability to multitask, work within deadlines, stay focused under pressure and produce accurate results.

- Ability to work effectively both independently and in a team environment.

- Strong written and verbal communications skills required.

- Proficiency and experience with Microsoft Office (Powerpoint, Word, Excel, Outlook).

If you are interested in working at Crescent Grove Advisors, please contact us at Careers@crescentgroveadvisors.com.

Disclosures

The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice. Crescent Grove Advisors is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. While efforts are made to ensure information contained herein is accurate, Crescent Grove Advisors cannot guarantee the accuracy of all such information presented.