Investment Associate: Macro & Private Credit Analytics

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 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.