Director, Equity Research

Cresset Capital•Dallas, TX

About The Position

The Equity Research Director is a senior member of Cresset’s investment research team, responsible for evaluating and overseeing public-market equity investment strategies across domestic, developed international, and emerging markets. The role leads ongoing manager due diligence, covers existing manager relationships, and identifies investment opportunities aligned with client needs and the firm’s capital-markets views. It calls for deep analytical expertise, strong communication skills, and a collaborative mindset to deliver research, insights, and recommendations to internal stakeholders and clients. The Director leads and completes varied projects under strict deadlines in a fast-paced, dynamic environment and represents the firm professionally. The position leads qualitative and quantitative manager research, top-down and bottom-up research initiatives, written reports and market commentary, and engagement with investment managers and client-facing colleagues. It also mentors junior colleagues, supports portfolio construction and client reviews, and contributes to research governance, procedures, frameworks, documentation standards, and analytical tools. The Director collaborates with senior leadership and colleagues across asset classes. Cresset describes itself as an independent multi-family office and private investment firm focused on personalized, client-first service and long-term relationships. It offers full-time employees competitive compensation, including an annual incentive, and a benefits package.

Requirements

Undergraduate degree required; an academic concentration in economics, finance, or business is preferred.
7–10 years of experience in manager research.
Comprehensive experience using AI platforms and tools.
Intellectual curiosity and desire for constant learning.
Strong analytical problem-solving and data-analysis skills, with attention to detail.
Excellent written communication skills and understanding of capital markets and investments.
Strong proficiency in Microsoft Excel and financial modeling.
Proactive self-starter able to lead and work independently.

Nice To Haves

MBA or CFA preferred.
Background in endowments, foundations, consulting, or family offices preferred.
Experience in client-facing consulting engagements is a plus.
Experience with investment technology such as Bloomberg, eVestment, Morningstar, or Bipsync is helpful.

Responsibilities

Conduct ongoing qualitative and quantitative due diligence on public-market equity investment managers across market capitalizations and geographies.
Evaluate managers’ investment philosophy, process, team structure, risk management, performance drivers, and organizational stability.
Maintain detailed research documentation, meeting notes, and rationales supporting manager recommendations.
Monitor existing managers for style drift, organizational changes, performance anomalies, and risk exposures.
Lead top-down and bottom-up research initiatives to identify emerging trends, new strategies, and 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.
Manage and deepen investment manager relationships through open and proactive communication.
Partner with client-facing consultant colleagues to present evaluations and recommendations and support portfolio construction, client reviews, and ad-hoc analysis.
Serve as a leader and mentor to more junior colleagues.
Ensure due diligence procedures align with firm policies and industry best practices.
Improve research frameworks, documentation standards, and analytical tools.
Participate in cross-asset research meetings and collaborate with colleagues across asset-class verticals.