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


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.