Associate, Investments (Private Credit)

Cresset; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Cresset is a private investment firm offering a client-first approach and a broad suite of wealth management services. The Investment Associate supports the CIO in macro-economic analysis and the Private Credit team in screening, diligence and underwriting new investment ideas.

The role emphasizes quantitative analysis, data-driven insights, and clear presentation of macro views to clients and the firm. A strong analytical background and coding experience are valued in this team.

Qualifications

• Bachelor's degree in Economics, Finance, Statistics, or Math preferred.
• Two years of analytical work experience.
• Undergraduate GPA of 3.5.
• Demonstrated academic success and relevant thesis work.
• Excellent analytical skills and attention to detail.
• Demonstrated ability in large scale data analysis.
• Proficient in spreadsheets and databases (Excel, Access).
• Experience with coding preferred.
• Ability to communicate ideas clearly in writing and verbally.

Responsibilities

• Develop tools to monitor the health of the credit markets and the performance of the platform credit investments.
• Manage periodic communications with the advisors on the portfolio investments.
• Assist the investment team members in screening new investments.
• Support the underwriting and diligence of new investments in the portfolio.
• Support the CIO in global economic research and assessing its applicability to asset markets.
• Prepare accurate and timely presentation materials to communicate the macro-economic views to the firm and its clients.

Skills

Analytical skills

Data analysis

Excel/Access

Coding

Communication

Education

Bachelor's degree in Economics/Finance/Statistics/Math

Tools

Excel

Access

Job description

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Investment Associate is a key member of the team supporting the CIO in macro-economic analysis and the Private Credit team in the review, diligence and underwriting of new investment ideas.

Key Responsibilities

• Develop tools to monitor the health of the credit markets and the performance of the platform credit investments.
• Manage periodic communications with the advisors on the portfolio investments.
• Assist the investment team members in screening new investments.
• Support the underwriting and diligence of new investments in the portfolio.
• Support the CIO in global economic research and assessing its applicability to asset markets.
• Prepare accurate and timely presentation materials to communicate the macro-economic views to the firm and its clients.

Qualifications

• Bachelor's degree - Economics, Finance, Statistics, or Math major preferred.
• Two years of work experience in an analytical field.
• Undergraduate GPA of 3.5.
• Demonstrated academic success and relevant thesis work.
• Excellent analytical skills and attention to detail.
• Demonstrated ability in large scale data analysis.
• Proficient in spreadsheets and databases (Excel, Access).
• Experience with coding preferred.
• Ability to effectively communicate ideas in written and verbal form.

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.