DIRECTOR, EQUITY RESEARCH

Cresset Capital•Dallas, TX

4d•$140,000 - $160,000•Onsite

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 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, and is integral to providing research, insights, and recommendations to internal stakeholders and clients. The position requires leading and completing diverse projects under strict deadlines in a fast-paced, dynamic environment and representing the firm professionally. The Director conducts qualitative and quantitative due diligence of equity investment managers, evaluates their investment approaches and organizations, documents research and recommendations, and monitors existing managers. The role also leads research and idea generation, produces reports and market commentary, collaborates with senior leadership on research priorities, and partners with client-facing colleagues on recommendations, portfolio construction, client reviews, and ad-hoc analysis. The Director serves as a leader and mentor to junior colleagues and contributes to research governance, processes, tools, and cross-asset collaboration.

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 a desire for constant learning.
Strong analytical, problem-solving, and data-analysis skills, with attention to detail.
Excellent written communication skills and an 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.
Manager-research experience in an endowment, foundation, consultant, or family-office setting.
Experience in client-facing consulting engagements.
Experience with investment technology such as Bloomberg, eVestment, Morningstar, or Bipsync.

Responsibilities

Conduct ongoing qualitative and quantitative due diligence of 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 clear 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 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.
Manage and deepen relationships with investment managers through open and proactive communication.
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.
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.