Associate, Investments; Private Credit

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.

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.

• 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.

• 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.

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 service member 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.