Crestone Capital Advisors

Company Overview:  

Crestone Capital Advisors LLC (“Crestone”) is an independently owned, entrepreneurial wealth management firm in Boulder, Colo.  Crestone is the successor to The Eric J. Kramer Company, which was founded in 1991. Crestone has 39 employees and a select nationwide group of 46 clients, who are primarily individuals, families and foundations.  We serve our clients by providing institutional quality investment management and personalized wealth advisory services, including income tax, estate and philanthropic planning, financial planning and balance sheet/risk management.  Our mission is to improve the lives and peace of mind of our clients by serving as their trusted advisor and central resource for all their wealth management needs.

 

Current Job Posting:

We are looking for an intern to be part of the Investment Consulting Department.  Interns receive new associate orientation, on-the-job training and evaluation at the end of the internship. Intern will support and be supervised by our Investment Consulting Department.  The intern must be detail oriented and will be responsible for research, producing and analyzing Excel spreadsheets, and other special projects.  The position requires a minimum of 16 -20 hours per week, with possible additional hours available during the summer. The expected time commitment is at least one year.

 

Role Responsibilities:

This role is responsible for, but not limited to, the following:

·         Qualitative and quantitative investment manager research

·         Monthly updates of tactical asset class valuation data

·         Attend weekly all company meetings

·         Daily summary of new emails received

·         Assist with filing and producing trip packets

·         Additional projects as needed

 

To Apply:

 

E- mail cover letter, resume, unofficial transcript and schedule of availability to info@crestonecap.com .


Qualifications Required/Preferred:

·         Strong interest in investing or investment research

·         Undergraduate student in business management, finance, math, economics or research related major preferred, all majors considered

·         Distinguished academic performance

·         Computer/software skills – MS Office Suite (Excel, Word, Outlook, etc.)

 

Competencies Required:

  • Initiative
    • Plan ahead effectively
    • Act proactively more than reactively
    • Provide unsolicited input in a constructive manner

  • Communication
    • Present effectively formally and informally
    • Communicate openly and accurately

·         Teamwork

o   Communicate decisions

o   Diplomatically manage challenging situations

o   Show willingness to compromise

 

  • Innovation/Creativity
    • Recognize and look for new techniques when faced with complex problems
    • Demonstrates excitement and passion about role, organization and Firm
    • Develops viable alternatives when encountering roadblocks while balancing realism and practicality with enthusiasm

  • Customer Focus
    • Set realistic, achievable priorities and boundaries
    • Be punctual and generate timely output
    • Detail oriented