ASSOCIATE, INVESTMENT CONSULTING

Cresset Capital•Denver, CO

1d•$90,000 - $125,000•Hybrid

About The Position

Monticello Associates, LLC is an investment consulting firm serving foundations, endowments, and family office clients in an investment advisory capacity. The firm is headquartered in Denver, Colorado, with additional offices in Cleveland, Ohio, Washington, D.C., and Boston, Massachusetts. Our firm provides clients with manager due diligence and selection, asset allocation strategy recommendations, performance reporting, and all other necessary functions required to support clients in their role as fiduciaries. In 2025, Monticello partnered with Cresset, an award-winning, independent multi-family office and private investment firm. This combination brings together Monticello’s deep experience in endowment and foundation consulting with Cresset’s scale, comprehensive family office services, and broad private market access. The result is a powerful combination of institutional rigor and boutique personalization, delivering customized solutions to clients while opening new and exciting career opportunities for our team. Associate, Investment Consulting: We are actively seeking thoughtful, self-motivated, and highly principled individuals to serve as Associate, Investment Consulting. In this role, the individuals will support both the consulting team and research team through client engagements and investment manager due diligence. This position can be based in Bethesda, MD, Cleveland, OH or Denver, CO; it is a hybrid role with the expectation of three to four days a week in the office. This role requires direct client communication, executing client-related projects, conducting asset allocation studies and quantitative analysis, preparing responses to requests for proposal, meeting with investment managers, generating research reports, and preparing quarterly client materials. As an Associate, you will be tasked with analyzing traditional and alternative investments within the context of a client's portfolio and providing thoughtful and strategic insight based on current market environments and specific client needs.

Requirements

Bachelor's degree required
Minimum of 2-5 years of experience in the financial services sector.
Strong attention to detail and proven ability to work in a fast-paced environment under strict deadlines.
Experience with client-facing communications and taking a “client-first” approach to managing tasks and responsibilities.
Knowledge and interest in capital markets and investment manager analysis.
Analytical problem-solving and data analysis skills.
Strong writing ability with high attention to detail.
Proficiency in Microsoft Excel, PowerPoint, and Word.
Intellectual curiosity and desire for constant learning.
Motivated self-starter with ability to work independently.
Highly resourceful team-player, with the ability to also be extremely effective independently.
Forward looking thinker, who actively seeks opportunities and proposes solutions.
Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and to interpret rules and guidelines flexibly to enhance the business and in keeping with Monticello’s and Cresset’s values and culture.

Nice To Haves

Progress toward CFA designation preferred.
Experience with investment technology (Bloomberg, eVestment, etc.).

Responsibilities

Partnering with and supporting a small team of consultants responsible for advising a wide variety of endowments, foundations, and family offices.
Evaluating and guiding investment strategy and planning for client portfolios, as well as helping to implement the long-term goals of the firm’s clients.
Working closely with the research team and serving as generalist across multiple asset classes by engaging in investment manager research and due diligence.
Building quantitative analyses and thoughtful reports related to relevant market activity, as well as client and manager portfolio metrics.
Anticipating client needs based on market environment and responding to ad hoc requests with a highly-tailored approach.
Quarterly preparation of client materials and presentations, as well as assistance with RFPs and onboarding materials.
Fostering an environment of communication, collaboration, and mutual respect for internal teams and external partners.