Director, Equity Research

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.

Key Responsibilities

The Equity Research Director will serve as a senior member of the investment research team, responsible for evaluating and overseeing long-only equity investment strategies across domestic, developed international, and emerging markets. This individual will lead ongoing manager due diligence, including coverage of existing relationships, and identify compelling new investment opportunities aligned with client needs and the firm's capital markets views.

The ideal candidate combines deep analytical expertise with strong communication skills and a collaborative mindset. This role is integral to delivering high-quality research, insights, and recommendations to internal stakeholders and clients. The position requires the ability to lead and complete diverse projects under strict deadlines in a fast-paced and dynamic environment and to represent the firm in a highly professional manner.

Manager Due Diligence & Oversight

• Conduct ongoing qualitative and quantitative due diligence of long-only equity investment managers across market capitalizations and geographies.
• Evaluate investment philosophy, process, team structure, risk management, performance drivers, and organizational stability.
• Maintain detailed research documentation, meeting notes, and articulate rationales in support of manager recommendations.
• Monitor existing managers for style drift, organizational changes, performance anomalies, and risk exposures.

Research & Idea Generation

• Lead top-down and bottom-up research initiatives to identify emerging trends, new strategies, and under-the-radar investment opportunities.
• Produce written research reports, market commentary, and thought leadership relevant to equity markets and manager selection.
• Collaborate with senior leadership to refine the firm's equity research agenda and strategic priorities.

Stakeholder Engagement

• Manage and deepen relationships with investment managers, maintaining open and proactive communication channels.
• Partner with client-facing consultant colleagues to present manager evaluations and recommendations and support portfolio construction, client reviews, and ad-hoc analysis.
• Serve as a leader and mentor to more junior colleagues.

Process & Governance

• Ensure due diligence procedures align with firm policies and industry best practices.
• Contribute to ongoing improvements in research frameworks, documentation standards, and analytical tools.
• Participate in cross-asset research meetings and collaborate with colleagues across asset class verticals.