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.
Key Responsibilities
- Manage cross-functional relationships with client associates, fund administrators, private investment funds, and custodians to ensure seamless coordination and execution
- Assist with the investment onboarding process by supporting client associates in preparing and reviewing subscription documents, ensuring accuracy and completeness prior to fund closing
- Serve as subject matter expert (SME) for platforms related to Private Investment onboarding, fund portals, and custodians
- Knowledge of how to process wires for investments across multiple custodial platforms
- Oversee documentation workflows, including the preparation and submission of subscription, redemption, and transfer/re-registration requests
- Monitor and manage the team inbox for capital calls and distributions, ensuring timely tracking and response
- Build and maintain fund trackers to support client service teams and ensure accurate reporting
- Retrieve, review, and organize K-1s and other fund-related documents
- Administer fund portals, including setup of new portals, password vault management, and ongoing maintenance
- Maintain a comprehensive database of private investment funds, including key contacts, required documentation, and procedural updates
- Uphold a strong culture of risk management and controls while meeting all personal, team, and organizational objectives
In addition to these core responsibilities, the Private Investment Specialist will also be involved in supporting key initiatives and campaigns, ad hoc projects, and other efforts at both the advisor team and firm level. It is critical that the Private Investment Specialist be self-motivated, comfortable juggling multiple projects, and 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
- Bachelor’s degree and minimum of 3 years of professional experience required
- Knowledge of trust and legal entity structures
- Knowledge of private equity fund administration and custodial requirements
- Knowledge of private equity investments including document processing, funding, and distribution procedures
- Strong organizational, communication, leadership, and interpersonal skills
- Ability to manage sophisticated, complex, and challenging situations from origination to completion
- Must be a team player willing to contribute to the continual development of the team and overall Cresset Team
- Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Cresset’s values and culture
- Proficient in Microsoft Office Suite (Word, Excel, and PowerPoint, Outlook)
- Strong ability to learn proprietary and third-party platforms and databases
- Strong passion for delivering exceptional client service
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. 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.
*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.
