Jobs at Cresset

Conduct investment manager research and due diligence for domestic, international, and emerging markets equity strategies. Meet with managers, produce post-meeting notes and formal reports, analyze performance and exposures, underwrite new ideas, and create asset class reviews. Use tools like Bloomberg, eVestment, and MSCI ESG. Work under deadlines in a fast-paced environment with occasional travel to managers and conferences.

Calculate, validate, and report multi-asset class portfolio performance; reconcile data across custodians, managers, and systems; produce monthly and quarterly client reports including attribution and benchmark comparisons; serve as performance subject-matter resource; coordinate stakeholders, drive process improvements, and support system enhancements, data integrations, and automation efforts to improve reporting accuracy and efficiency.