Associate, Investments (Private Credit)

Cresset Capital • Dallas, TX

5d

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level