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 detail-oriented and motivated Summer Intern to join our Legal Operations team. This role offers hands-on experience supporting the systems, processes, and data that underpin a fast-paced legal and compliance function. Over the course of the 8-week program, the intern will gain exposure to contract management, entity governance, and operational process improvement within a growing organization. This is an excellent opportunity for a student interested in legal, compliance, or business operations to develop practical skills while contributing to meaningful, real-world projects.

 

Key Responsibilities

• Review contracts to identify active vs. inactive agreements and maintain accurate records


• Support migration of contracts across systems and track key terms (e.g., expirations, renewals)


• Populate and maintain data for 200+ legal entities within an entity management system


• Assist in transitioning entity tracking from Excel to a centralized database


• Audit corporate documents to ensure completeness and organization


• Gather entity information for KYC requests (e.g., ownership, control, documentation)


• Perform high-volume, detail-oriented data entry across systems


• Execute clearly defined projects independently and meet deadlines


• Collaborate with internal teams and external partners supporting system implementation


• Participate in intern programming including lunch & learns and networking opportunities

 

Qualifications

• Junior or Senior status pursuing a bachelor’s degree


• 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, particularly Excel and Word


• 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.

 

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/.