Private Equity Research Associate - Growth & Impact

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, 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.