Associate, Private Credit Investments

Growth Equity Interview Guide; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Parental leave

Growth opportunities

Job summary

Cresset is seeking an Associate in Investments focused on Private Credit. You’ll support the CIO and investment team with macro-economic analysis, underwriting, and due diligence for new investments.

In this people-first firm, you’ll monitor credit markets, prepare client materials, and collaborate with advisors to advance thoughtful, data-driven investment decisions while contributing to long-term client relationships.

Qualifications

• Bachelor’s degree in Economics, Finance, Statistics or Math preferred.
• Two years of experience in an analytical field.
• Undergraduate GPA of 3.5 or higher.
• Strong analytical skills and attention to detail.
• Experience with large-scale data analysis.

Responsibilities

• Monitor the health of credit markets and performance of investments.
• Communicate with advisors about portfolio investments.
• Support the underwriting and diligence process for new investments.
• Assist in global economic research and its relevance to asset markets.
• Prepare presentation materials on macro-economic views.

Skills

Analytical skills

Large-scale data analysis

Excel

Databases

Communication skills

Coding (nice to have)

Education

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

Tools

Coding experience

Database querying

Job description

Cresset is looking for an Associate in Investments focused on Private Credit. In this role, you’ll support the CIO and the investment team with macro-economic analysis and investment diligence. You’ll help monitor credit markets, communicate with advisors, and prepare materials for clients. This is a great opportunity to grow in a people-first firm that values both its clients and employees.

What You’ll Do

• Monitor the health of credit markets and performance of investments.
• Communicate with advisors about portfolio investments.
• Support the underwriting and diligence process for new investments.
• Assist in global economic research and its relevance to asset markets.
• Prepare presentation materials on macro-economic views.

What You Need

• Bachelor’s degree in Economics, Finance, Statistics, or Math preferred.
• Two years of experience in an analytical field.
• Undergraduate GPA of 3.5 or higher.
• Strong analytical skills and attention to detail.
• Experience with large scale data analysis.
• Proficient in Excel and databases.
• Experience with coding is a plus.
• Good communication skills, both written and verbal.

What You’ll Love

• People-first culture that values both clients and employees.
• Competitive compensation package with incentives.
• Comprehensive benefits including medical, dental, and vision insurance.
• 401(k) retirement plan and health savings accounts.
• Support for work-life balance with paid parental leave.
• Opportunities for professional growth and development.

About the Firm

• Cresset is an independent, award-winning multi-family office and private investment firm.
• Focuses on delivering an exceptional experience for clients and employees.
• Built to endure with a vision of creating a 100+ year firm.
• Offers access to high-caliber talent and investment opportunities.
• Guided by long-term relationships and shared success.