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About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning, and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset’s inception in 2017, the firm has grown to over 450 team members in more than twenty offices throughout the United States. Cresset ranks #9 on Barron’s list of the top 100 RIA firms.
Our company is actively seeking an Associate, Investment Operations & Trading, who will be a key member of the Investment Operations & Trading team. One of the many services that Cresset provides involves managing portfolios for individuals/families and their related businesses or charitable entities. Experience with trading and using custodial platforms and order management/portfolio rebalancing systems is preferred.
Responsibilities include:
Investment Operations Support
Trading
In addition to these core responsibilities, the Associate, Investment Operations & Trading may also be involved in supporting key initiatives, ad hoc projects, and other efforts at both the department and firm level. It is critical that the Associate, Investment Operations & Trading possess strong communication skills, be self-motivated, comfortable juggling multiple tasks and priorities, capable of working in a dynamic, fast-paced environment and is eager to foster and deepen relationships in order for Cresset to best serve its clients and continue to grow as successfully as it has since its inception.
Qualifications:
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. As such, 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. Aligning employee and organizational interests, all employees receive equity in Cresset.
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.
Full Time
Business Services
$96k-147k (estimate)
06/10/2024
07/04/2024
cressetcapital.com
HOUSTON, TX
500 - 1,000
2017
Private
$50M - $200M
Business Services
Cresset is a private equity firm that invests in early and growth stage technology companies.