Investment Analyst

Pineville, LA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Come join our team at Crest Operations!

With companies located across the United States Crest Industries is committed to bringing together the best people and the right resources to meet todays challenges and deliver the innovations of tomorrow. With significant recent growth and company acquisitions Crest more than ever is a catalyst for change using a little grit and a lot of determination to drive a forward movement for our customers and our employees.

Position Overview

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.

Our Investment Mindset

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 familys mission.

Core Responsibilities

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 familys investment platform grows.

Qualifications

Bachelors 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.

We know how difficult it is tomanage change and solve problems. Continuous improvement is hard work. Founded in 1958 weve seen our share of struggles. Weve failed. Weve learned and weve adapted. We willcontinue to grow and evolveto 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 aforward movement. Our logo reflects our respect for the past and our legacy but alsosupports where our industries are going.

THE RIGHT PEOPLE

We hire people who share our values and we putthe right people in the right seats with theskill sets that fit our customers challengesand we work hard todevelop our people. Our people come to work because it feels like home no matter where they are from. Weplace each other above egosbecause at Crest our coworkers are like your family. And like family we believe inhonest and clear communicationso thatthe path towards our customers success is a united effort.

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 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 contractors legal duty to furnish information. 41 CFR 60-1.35(c)

Part of the CREST INDUSTRIES family of companies.

Required Experience:

Come join our team at Crest Operations!With companies located across the United States Crest Industries is committed to bringing together the best people and the right resources to meet todays challenges and deliver the innovations of tomorrow. With significant recent growth and company acquisitions...