What are the responsibilities and job description for the Compliance Intern position at Cresset Capital?
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. Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.
Job Description
We are seeking a motivated and detail-oriented Summer Intern to support our Compliance and Private Investment teams. This role offers hands-on experience working with private investment fund data, documents, and regulatory processes within a fast-paced wealth management environment. Over the course of the internship, you will work closely with team members to review and analyze private fund information, helping ensure data accuracy across internal systems while supporting key compliance and reporting initiatives. You’ll gain exposure to how private funds are structured, governed, and monitored, as well as how regulatory requirements are applied in practice. This is a great opportunity for students interested in finance, legal, or compliance careers to develop analytical, organizational, and problem-solving skills while contributing to meaningful, real-world projects.
Key Responsibilities
- Assist with projects related to private investment funds, including reviewing and analyzing private fund information to accurately update internal records maintained in Excel and other systems
- Review fund documents (such as partnership agreements and investment offering materials) to identify and summarize key details such as fees, expenses, key dates and timelines, and governance structures
- Help compile and maintain data across a large portfolio of private funds, ensuring information is accurate, consistent, and easy to access
- Flag questions or inconsistencies found in documents and stay organized while working across multiple projects
- Gain exposure to regulatory requirements by helping identify potential filing obligations based on different fund strategies and activities
- Assist with preparing materials that support compliance reviews, SEC and other regulatory filings, and audits
- Use Excel and other tools—including AI-based solutions—to help streamline data organization and analysis
- Learn how virtual data rooms are used in private fund transactions and support related organizational tasks
- Participate in intern programming including lunch & learns and networking opportunities
Qualifications
- Junior or Senior status pursuing a bachelor’s degree or law school students
- Preferred GPA of 3.0 or higher
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Effective written and verbal communication skills
- Collaborative mindset with the ability to work across all levels of the organization
- Proficiency in Microsoft Office Suite, particularly Excel
- Resourceful, proactive problem-solver with a strong work ethic
- Self-starter with the ability to manage multiple priorities in a fast-paced environment
What We Offer:
Cresset offers a competitive compensation package for the Internship Program. We also offer an opportunity to work in the wealth management environment allowing you to understand the industry and determine if it is the right step for you in your future endeavors. The program includes learning and development activities to give you broader exposure to the company and networking opportunities.
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.
*Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.
**Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.
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