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.
Cresset is seeking an Associate, Private Investment Operations to join our Private Investment Operations team. This team plays a critical role in delivering a seamless investment experience by partnering with Advisors, Client Associates, and fund sponsors to support private investment transactions from onboarding through funding, distributions, and ongoing lifecycle events. The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative, fast-paced environment where operational excellence is paramount.
Key Responsibilities
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Manage the operational onboarding of private investment opportunities by coordinating fund documentation and key investment details with internal stakeholders, external fund partners, and the firm’s subscription vendor.
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Build and manage strong cross-functional partnerships with Client Associates, Advisors, Investment Team, Legal, Fund Operations, Fund Accounting, Reporting, custodians, fund administrators, and external fund partners to ensure timely and accurate execution of private investment transactions.
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Serve as a subject matter expert on private investment operations, providing guidance to Advisors, Client Associates, and internal partners on fund structures, subscription requirements, operational processes, and lifecycle events.
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Review, execute and validate subscription, funding, redemption, and reregistration transactions, including wire initiation, trade entry, and in-good-order review across multiple custodial and fund platforms.
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Ensure transactions are executed accurately and in accordance with established operational controls and risk management standards.
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Identify opportunities to improve workflows, documentation, and operational controls to enhance scalability, efficiency, and client experience.
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Contribute to the development and documentation of best practices across the Private Investment Operations team.
Beyond day-to-day operations, this role will contribute to strategic initiatives, process improvements, and cross-functional projects that enhance the firm's private investment platform. Success in this position requires intellectual curiosity, sound judgment, adaptability, and a commitment to delivering exceptional service to internal partners and clients. It is critical to be self-motivated, comfortable juggling multiple projects, and eager to foster and deepen relationships for Cresset to best serve its clients and continue to grow as successfully as it has since its inception.
Qualifications
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Bachelor’s degree and minimum of 3 years of professional experience.
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Exceptional attention to detail and ability to manage multiple tasks and priorities.
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Ability to understand complex operational nuances and consistently execute with precision and accuracy.
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Experience supporting private investment operations, including subscription processing, funding, distributions, redemptions, and investor servicing.
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Strong organizational, analytical, communication, and interpersonal skills.
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Ability to manage complex and challenging situations from origination to completion.
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Ability to follow complex process documents precisely.
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Collaborative team player, committed to contributing to the ongoing development of the Private Investment Operations team and the broader Cresset organization.
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Ability to thrive in a fast-paced, collaborative, and service-oriented environment while balancing multiple priorities.
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Knowledge of trust and legal entity structures.
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Knowledge of private fund administration and custodial requirements.
- Strong aptitude for learning proprietary and third-party platforms, with a commitment to delivering exceptional service through accuracy, responsiveness, and proactive communication.
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Proficient in Microsoft Office Word, Excel, and Outlook.
What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
- Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.
