Associate, Private Equity

Monticello Associates; Denver (CO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Equity in the company

Job summary

Cresset, based in Denver, is looking for a Private Equity Research Associate to enhance their Research department. This role focuses on investment manager research, requiring you to compile reports and analyze performance data. Ideal candidates possess an undergraduate degree and 2-5 years of relevant experience in financial services.

The position offers a competitive compensation package, annual incentives, and equity in Cresset, ensuring alignment of employee and company interests. Join us to support and optimize our clients' wealth with a dedicated team.

Qualifications

• 2-5 years of experience in financial services, preferred in family office or consultant.
• Ability to multitask and manage competing priorities.
• Experience underwriting private investment strategies.

Responsibilities

• Support investment manager research and due diligence.
• Prepare reports for investment meetings.
• Analyze firm backgrounds and investment strategies.

Skills

Excellent written communication skills

Analytical problem-solving skills

Proactive self-starter

Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)

Knowledge of capital markets

Education

Undergraduate degree in economics, finance, or business

Tools

Preqin

PitchBook

Bloomberg

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. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work, Cresset is guided by long‑term relationships, shared success, and a belief that wealth should serve a life well lived.

Key Responsibilities

The Private Equity Research Associate will support the Director, Private Equity in our Research department, focusing on investment manager research and due diligence. The daily workflow involves meeting with investment managers, generating research notes and formal reports, tracking and analyzing performance and exposures, and other ad‑hoc projects. The role requires leading and completing various projects under strict deadlines in a fast‑paced and dynamic environment.

• Attend meetings with investment managers and prepare post‑meeting reports for dissemination to colleagues across the organization and to clients
• Create and update investment manager reports used for reviews and recommendations to clients
• Assist with underwriting new investment ideas by analyzing firm background, investment strategy, historical performance, portfolio positioning, and fund terms
• Utilize investment tools including Preqin and PitchBook, to conduct manager analysis
• Create asset class reviews summarizing major trends, including macroeconomic backdrop, performance drivers, competitive landscape, and key client considerations
• Conduct modeling, including updating client cash flow models and tracking forward commitment calendars

Qualifications

• Undergraduate degree (academic concentration in economics, finance, or business is preferred)
• 2‑5 years of experience within the financial services industry through internships or full‑time positions with a preference for experience at a foundation, endowment, family office, or consultant and prior experience underwriting private investment strategies
• Excellent written communication skills (a writing sample is required for consideration)
• Proactive self‑starter with the ability to multitask and organize competing priorities and deadlines
• Analytical problem‑solving and data analysis skills with high attention to detail
• Intellectual curiosity and desire for constant learning
• Advanced knowledge of Microsoft Word, Excel, and PowerPoint
• Knowledge of capital markets and securities analysis; specific asset class experience is a plus
• Experience with investment technology (Preqin, PitchBook, Bloomberg, etc) is a plus

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. Aligning employee and organizational interests, all employees receive equity in Cresset.

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.