About Cresset
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 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.
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.
- Manager 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:
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.
Equal Employment Opportunity
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.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*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.
Skills Required
- Bachelor's degree, preferably in Economics, Finance, Statistics, or Mathematics
- 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
- Proficiency with spreadsheets and databases, including Excel and Access
- Experience with coding
- Ability to communicate ideas effectively in written and verbal form
What We Do
Cresset serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives nationwide. The firm reimagines the family office experience with personalized, purposeful, and enduring strategies. Cresset provides comprehensive services including integrated planning, sophisticated investment solutions, and proactive advice to help grow, preserve, and transition wealth across generations. Clients gain insight, access, and innovation traditionally reserved for the largest single-family offices and institutions. Cresset operates in 20+ locations, including Atlanta, Chicago, Dallas, Denver, Greenwich, Houston, Los Angeles, Menlo Park, Minneapolis, Nashville, New York City, Phoenix, San Francisco, Santa Barbara, Sioux Falls, Tulsa, Washington, D.C., and West Palm Beach. Cresset is employee- and client- owned and built for the long term, with a vision to create a 100+ year UHNW organization rooted in excellence, transparency, and partnership. Barron’s and Forbes have recognized Cresset among the nation’s top registered investment advisors (RIAs) and best places to work.* The firm is dedicated to lasting relationships, shared success, and helping clients live with purpose, impact, and joy. *Disclosures related to awards, recognitions, and rankings available here: https://cressetcapital.com/disclosures/ Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled 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 and Monticello Associates, LLC are SEC registered investment advisers. SEC registration does not imply any specific level of skill or training.
