Associate, Investments (Private Credit)

Cresset; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401(k)

HSA

Disability Insurance

Critical/Accident Insurance

Pre-tax Parking/Transit

Job summary

Cresset is a private investment firm offering tailored wealth management and investment advisory services. The Investment Associate will support the CIO in macro-economic analysis and the Private Credit team in review, diligence and underwriting of new investment ideas.

The role emphasizes developing tools to monitor credit markets, communicating with advisors, screening investments, and supporting underwriting and global economic research.

Qualifications

• Bachelor's degree in 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.

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

Communication skills

Data analysis

Coding experience

Education

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

Tools

Excel

Access

SQL

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:

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.

• medical
• dental
• vision
• life insurance
• 401(k) retirement plan
• health savings accounts
• short and long-term disability insurance
• voluntary critical and accident insurance
• 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.