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 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.