Intern, Research - Monticello Associates

Cresset Capital • Denver, CO

8d • Onsite

About The Position

The Investment Research Summer Internship is a structured, hands-on introduction to the investment research and consulting process at Monticello Associates. Interns work with the Research Department to evaluate investment managers, analyze data, and contribute to projects informing client recommendations. The 10-week paid program provides mentorship from Research Associates, Directors, and Consultants, exposure to institutional investment consulting, opportunities to interact with investment managers and attend internal research meetings, and participation in projects supporting client recommendations. Interns develop skills in financial modeling, data analysis, and professional communication in an analytical, fast-paced, collaborative environment.

Requirements

• Pursuing a bachelor's degree in Finance, Economics, Business, Mathematics, or a related field.
• Strong analytical, organizational, and written communication skills.
• Demonstrated interest in investments, capital markets, or consulting.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Self-starter with high attention to detail and the ability to manage multiple priorities.
• Intellectual curiosity and a desire for continuous learning.

Nice To Haves

• Familiarity with Bloomberg or eVestment.

Responsibilities

• Support investment research and due diligence across public and private market strategies.
• Conduct quantitative and qualitative analysis using eVestment, Bloomberg, and other research tools.
• Assist with performance and exposure tracking, data validation, and report preparation.
• Draft meeting notes, research summaries, and internal presentations for the Research and Consulting teams.
• Participate in developing asset class and thematic reports and analyzing macroeconomic trends and investment themes.
• Contribute to ad hoc research projects supporting client deliverables.

Benefits

• Paid 10-week internship program with competitive compensation.
• Ongoing mentorship and guidance from experienced professionals.
• Learning and development activities providing broader exposure to the company.
• Networking opportunities.
• Opportunity to gain exposure to the wealth advisory environment and explore its relevance to future career plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern