Compliance Intern

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.

Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at  Description We are seeking a motivated and detail-oriented Summer Intern to support our Compliance and Private Investment teams.

This role offers hands-on experience working with private investment fund data, documents, and regulatory processes within a fast-paced wealth management environment. Over the course of the internship, you will work closely with team members to review and analyze private fund information, helping ensure data accuracy across internal systems while supporting key compliance and reporting initiatives. You’ll gain exposure to how private funds are structured, governed, and monitored, as well as how regulatory requirements are applied in practice.

This is a great opportunity for students interested in finance, legal, or compliance careers to develop analytical, organizational, and problem-solving skills while contributing to meaningful, real-world projects.

Key Responsibilities Assist with projects related to private investment funds, including reviewing and analyzing private fund information to accurately update internal records maintained in Excel and other systems

Review fund documents (such as partnership agreements and investment offering materials) to identify and summarize key details such as fees, expenses, key dates and timelines, and governance structures

Help compile and maintain data across a large portfolio of private funds, ensuring information is accurate, consistent, and easy to access

Flag questions or inconsistencies found in documents and stay organized while working across multiple projects

Gain exposure to regulatory requirements by helping identify potential filing obligations based on different fund strategies and activities

Assist with preparing materials that support compliance reviews, SEC and other regulatory filings, and audits

Use Excel and other tools—including AI-based solutions—to help streamline data organization and analysis

Learn how virtual data rooms are used in private fund transactions and support related organizational tasks

Participate in intern programming including lunch & learns and networking opportunities

Qualifications

Junior or Senior status pursuing a bachelor’s degree or law school students

Preferred GPA of 3.0 or higher

Strong attention to detail and organizational skills

Ability to manage multiple tasks and meet deadlines in a fast-paced environment

Effective written and verbal communication skills

Collaborative mindset with the ability to work across all levels of the organization

Proficiency in Microsoft Office Suite, particularly Excel Resourceful, proactive problem-solver with a strong work ethic

Self-starter with the ability to manage multiple priorities in a fast-paced environment

What We Offer:

Cresset offers a competitive compensation package for the Internship Program. We also offer an opportunity to work in the wealth management environment allowing you to understand the industry and determine if it is the right step for you in your future endeavors. The program includes learning and development activities to give you broader exposure to the company and networking opportunities.

Equal Employment…