ASSOCIATE, INVESTOR RELATIONS Chicago Office - Chicago, IL, 60606 chevron_right

Company: Cresset Capital
Location: Chicago
Posted on: March 20, 2023

Job Description:

Job Details
Level: Experienced
Job Location: Chicago Office - Chicago, IL
Salary Range: Undisclosed

DescriptionCresset Partners was founded by private equity industry veterans Avy Stein and Eric Becker, whose previous experiences include building, nurturing, and backing more than 150 businesses and raising more than $8 billion in funding.

At Cresset Partners, we bring together individuals and family offices to access compelling investment opportunities with the scale of a multibillion-dollar institution.
We believe that the greatest investment opportunities are found in private markets. We make exclusive private market opportunities available to our investors with the goal of generating diversified alpha. Our investors rely on our industry knowledge, large professional network, and ability to access compelling investments across private equity, real estate, and private credit that are poised to drive outsized returns. In a true alignment of interests, Cresset is owned solely by our employees, clients, and advisory board members.

At Cresset, we embrace and promote a culture that puts client and investor interests first, questions conventional thinking, and encourages employees to act like the owners they are. Culture-our most valuable asset-is the heart of our firm and the blueprint for our ongoing success.
Cresset Partners is actively seeking an Associate, Investor Relations to join the Business Development & Investor Relations Team at Cresset Partners. The candidate will share responsibility for maintaining relationships with investors, supporting capital raising activities for Cresset Partners while helping to manage the Firm's growth initiatives. The Associate, Investor Relations Investor will be a point of contact for investors, Cresset Asset Management Financial Advisors, and prospective investors for investment related inquiries and investment support. The Associate, Investor Relations will also work collaboratively across departments on a variety of marketing, operations and technology initiatives that help the business to scale by allowing the team function more effectively and efficiently.
The ideal candidate will have 2+ years of experience working with alternative investments, particularly in a service-oriented role. The candidate will be results-oriented and process-driven, capable of working in a fast-paced entrepreneurial culture, with a keen attention to detail. The candidate should have very strong writing and communication skills, with the ability and interpersonal skills to communicate effectively cross-functionally as well as with seasoned investors.
The team is in Chicago, Los Angeles and Miami. A candidate in Chicago or Miami is preferred although there is some flexibility for the right candidate if located in a major metropolitan market on the East Coast.
Responsibilities:

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• Provide timely and accurate responses related to business and investment questions to existing investors, Cresset Asset Management Financial Advisors and prospective investors
  
• Collaborate with the investment teams to create monthly investment related "talking points" to support the sales team in fundraising efforts
  
• Help maintain Salesforce, the firm's CRM, and other data platforms, to ensure comprehensive and accurate records for all client and prospects. Efficiently use the system to ensure it is a leverage point for the Firm's business intelligence efforts
  
• Develop a broad and deep base of knowledge on both the investment and operational aspects of all Cresset Partners investments. Serve as an internal resource for members of the Business Development team, Advisor Team, and others team members interacting with clients
  
• As new investment opportunities are launched, take part in the strategy development, content creation, communication approach for successful launch
  
• Work cross-functionally to obtain and synthesize information from the deal teams and finance team to prepare communication materials
  
• Draft and review written correspondence to investors including mass communications
  
• Occasionally prepare firm and strategy DDQs and RFPs
  
• Lead and/or participate in special projects as necessary
  
  QualificationsQualifications:
  
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  • Undergraduate or graduate degrees in finance, business, economics, or relevant fields
    
  • 2-5 years of experience in private alternative investments, ideally at a large asset management firm with an established training program
    
  • Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint) and Microsoft Outlook; experience with Salesforce a plus
    
  • Experience writing DDQs and or RFPs or marketing collateral
    
  • 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
    
    Personal / Professional Attributes
    
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    • Demonstrated entrepreneurial, business management and general financial management skills
      
    • A personal passion to perform with uncompromising alignment with team members, deal teams, clients, and partners
      
    • A self-starter with the confidence and common sense to learn by doing
      
    • Process oriented, skilled at project management and working cross-functionally
      
    • Proven track record performing with extreme accountability
      
    • Demonstrated desire and/or experience to build opportunities for clients to receive unique access to the private marketplace
      
    • Adherence to the highest level of professional standards and ethics
      
    • Excellent communication skills, both written and oral
      
    • Strong organizational, communication, leadership, and interpersonal skills
      
    • Demonstrated passion for delivering exceptional client service
      
    • Must be a team player willing to contribute to the continual development of the Cresset Partners
      
      What We Offer
      Cresset offers a competitive compensation package including a discretionary bonus program 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.
      

Keywords: Cresset Capital, Chicago , ASSOCIATE, INVESTOR RELATIONS Chicago Office - Chicago, IL, 60606 chevron_right, Accounting, Auditing , Chicago, Illinois