Investment Consulting Associate: Client-Focused Research

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 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