INTERN, INVESTMENT RESEARCH - MONTICELLO ASSOCIATES

Cresset; Denver (CO); Presencial; USD 28.000 - 41.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid internship

Mentorship

Descripción de la vacante

Monticello Associates, LLC in Denver, CO offers a 10-week paid Investment Research Summer Internship. You'll work with the Research Department to evaluate managers, analyze data, and support client recommendations.

Learn financial modeling, data analysis, and professional communication while collaborating with associates, directors, and consultants in a fast-paced environment. You will gain hands-on experience with Bloomberg and eVestment, develop asset-class research, and present findings in

Formación

• Pursuing or enrolled in a finance/economics/ business/math program.
• Strong analytical and written communication skills.
• Interest in investments, capital markets or consulting.

Responsabilidades

• Support the investment research and due diligence process 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, analyzing macroeconomic trends and investment themes.
• Contribute to ad hoc research projects to support client deliverables.

Conocimientos

Quantitative analysis

Research methods

Financial modeling

Data analysis

Communication

Educación

Bachelor's degree in Finance, Economics, Business, Mathematics

Herramientas

Bloomberg

eVestment

Excel

PowerPoint

Descripción del empleo

About the Firm: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.About the Role:The Investment Research Summer Internship provides a structured, hands-on introduction to the investment research and consulting process. Interns will work alongside experienced professionals in Monticello’s Research Department to evaluate investment managers, analyze data, and contribute to projects that inform client recommendations. This is an excellent opportunity for students who are intellectually curious, analytically driven, and interested in pursuing careers in finance, economics, or consulting.Responsibilities:• Support the investment research and due diligence process 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, analyzing macroeconomic trends and investment themes.• Contribute to ad hoc research projects to support client deliverables.What You Can Expect:Monticello Associates offers a dynamic and collaborative work environment where summer interns gain firsthand exposure to the institutional investment consulting process. Over the course of the 10-week paid program, you will work closely with Research Associates, Directors, and Consultants who provide ongoing mentorship and guidance. Interns have the opportunity to interact with leading investment managers, attend internal research meetings, and contribute to real-time projects shaping client recommendations. Throughout the internship, you will develop skills in financial modeling, data analysis, and professional communication while working in an analytical, fast-paced setting that encourages curiosity, teamwork, and growth.About You:• Pursuing a Bachelor’s degree in Finance, Economics, Business, Mathematics, or related fields.• Strong analytical, organizational, and written communication skills.• Demonstrated interest in investments, capital markets, or consulting.• Proficiency in Microsoft Word, Excel, and PowerPoint; familiarity with Bloomberg or eVestment is a plus.• Self-starter with high attention to detail and the ability to manage multiple priorities.• Intellectual curiosity and a desire for continuous learning.• Applicants must be legally authorized to work in the United States without the need for current or future employer sponsorship. We are unable to sponsor or transfer employment visas for this position.How to Apply:We are currently accepting applications through November 12th for a role in our Denver office. As part of our process, all applicants must complete our Predictive Index Assessment in order to be considered for an interview. This is a standard assessment for all candidates and there are no right or wrong answers. It’s to help us familiarize ourselves with your working style and best accommodate you as a potential employee.Complete the Predictive Index assessment here.What We OfferWe put people first. As a service business, our team is our greatest asset, and engaging both clients and employees is our highest priority. We offer a competitive compensation package for the Internship Program. We also offer an opportunity to work in the wealth advisory environment allowing you to understand the industry and determine if it is the right step for you in your future endeavors. The program includes learning and development activities to give you broader exposure to the company and networking opportunities.Equal Employment OpportunityIt is our policy 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.Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled 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 and Monticello Associates, LLC. are SEC registered investment advisers. SEC registration does not imply any specific level of skill or training.