ASSOCIATE, INVESTMENTS (PRIVATE CREDIT)
Cresset Capital•Dallas, TX
•Onsite
About The Position
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.
Requirements
- 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)
- Ability to effectively communicate ideas in written and verbal form.
Nice To Haves
- Experience with coding preferred
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.
Benefits
- medical
- dental
- vision
- life insurance
- 401(k) retirement plan
- health savings accounts
- short and long-term disability insurance
- voluntary critical and accident insurance
- pre-tax parking and transportation programs
- equity in Cresset
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
