Associate, Investment Consulting

Monticello Associates, Inc.; Denver (CO); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

Full benefits package

401(k) retirement plan

Job summary

Monticello Associates, LLC is seeking an Associate, Investment Consulting to support client engagements and investment manager due diligence. The role involves asset allocation studies, quantitative analysis, RFP responses, and interaction with investment managers.

Based in a hybrid setup with three to four days in the office, this position serves diverse endowments, foundations, and family offices. You will analyze traditional and alternative investments within client portfolios, delivering

Qualifications

• Bachelor's degree required; CFA designation pursued preferred.
• Minimum 2–5 years in financial services; client engagements experience.
• Strong attention to detail and ability to work under strict deadlines.
• Experience communicating with clients and managing tasks with a client-first approach.
• Knowledge of capital markets and investment manager analysis.
• Analytical problem-solving and data analysis skills.
• Proficiency with Microsoft Excel, PowerPoint, and Word.
• Curiosity and ability to learn continuously.
• Self-starter who can work independently and in a team.

Responsibilities

• Support consulting and research teams on client engagements and due diligence.
• Conduct asset allocation studies and quantitative analyses.
• Prepare responses to RFPs and client materials.
• Meet with investment managers and generate research reports.
• Analyze traditional and alternative investments within client portfolios.
• Prepare quarterly client materials and onboarding documents.
• Foster collaboration within internal teams and external partners.

Skills

Client-facing communications

Analytical problem-solving

Data analysis

Excel/PowerPoint/Word

Investment manager analysis

Strong writing

Independence

Team collaboration

Education

Bachelor's degree

CFA designation (progress toward)

Tools

Bloomberg

eVestment

Job description

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.

Job responsibilities include, but are not limited to:

• 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.

Qualifications:

• Bachelor's degree required, progress toward CFA designation preferred.
• 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.
• Experience with investment technology (Bloomberg, eVestment, etc.).
• 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.

What We Offer

Monticello Associates & Cresset Capital offer a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Starting base salary is $90,000 - $125,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location.

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 people with disabilities, including reasonable accommodation for applicants and employees with disabilities.

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.