INTERN, RESEARCH - MONTICELLO ASSOCIATES
About The Position
The Investment Research Summer Internship provides a structured, hands-on introduction to investment research and consulting. Interns work alongside experienced professionals in Monticello Associates’ Research Department to evaluate investment managers, analyze data, and contribute to projects that inform client recommendations. The role is intended for students interested in careers in finance, economics, or consulting. The 10-week paid program offers exposure to the institutional investment consulting process. Interns work closely with Research Associates, Directors, and Consultants, receive mentorship, interact with investment managers, attend internal research meetings, and contribute to projects shaping client recommendations. They develop skills in financial modeling, data analysis, and professional communication in an analytical, fast-paced environment that encourages curiosity, teamwork, and growth. The position is based in the Denver office. Applications are accepted through November 12. Applicants must complete a Predictive Index Assessment to be considered for an interview.
Requirements
- Currently 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 strong attention to detail and the ability to manage multiple priorities.
- Intellectual curiosity and a desire for continuous learning.
- Complete the Predictive Index Assessment to be considered for an interview.
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, including analysis of macroeconomic trends and investment themes.
- Contribute to ad hoc research projects supporting client deliverables.
Benefits
- Competitive compensation for the Internship Program.
- Mentorship and guidance from experienced professionals.
- Learning and development activities offering broader exposure to the company.
- Networking opportunities.
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What This Job Offers
Career Level
Intern
