Associate, Private Markets

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 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.

Cresset is seeking a highly motivated Associate, Private Markets to join our dynamic private investments team. This role offers the opportunity to work across a diverse range of private investment strategies, with a primary focus private equity funds, sponsored direct investments, and single-asset continuation fund transactions. As part of a rapidly scaling platform, you will play an integral role in sourcing, executing, and monitoring investments, while gaining direct exposure to senior professionals, investment committees, and external partners.

This is an exceptional opportunity for candidates with strong ties to Dallas who are eager to build a career in private equity and investing, with meaningful long-term growth potential and professional upside.

At Cresset, you will be part of a culture that values intellectual curiosity, collaboration, and entrepreneurial drive. As an Associate, you will gain direct exposure to differentiated private investment opportunities, have the chance to contribute meaningfully to decision-making processes, and develop a long-term career path in private markets.

• Origination & Deal Flow :
  Assist in the private equity investment process by supporting initial deal screening, pipeline management, and NDA execution.
• Diligence & Analysis :
  Conduct in-depth industry research, evaluate business models, and build comprehensive financial and transaction models.
• Underwriting & Execution :
  Prepare high-quality investment committee materials, supporting the evaluation and recommendation of new opportunities.
• Portfolio Monitoring :
  Manage a portfolio of private funds and special purpose vehicles (SPVs), including quarterly valuation analysis, performance reporting, and coordination of annual audits with third-party providers.
• Cross-Functional Collaboration :
  Work closely with senior team members and external stakeholders to ensure seamless execution of transactions and portfolio management activities.

• Experience : 2+ years of transaction-oriented experience, with preference for candidates who have completed an Analyst program at a leading investment bank.
• Education :
  Undergraduate degree with outstanding academic achievement.
• Technical Skills :
  Advanced financial modeling expertise in Excel, with the ability to build and interpret detailed transaction models.
• Mindset :
  Exceptionally curious, resourceful, and self-motivated, with a strong personal interest in private equity and investing.
• Communication :
  Excellent written and verbal communication skills, with the ability to clearly articulate complex ideas to internal and external stakeholders.
• Professionalism :
  Strong work ethic, attention to detail, and the ability to thrive in a fast-paced, entrepreneurial environment.

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…