Associate, Equity Research

About the Company: 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: This Equity Research Associate will focus on investment manager research and due diligence for domestic, international, and emerging markets equity strategies. The daily workflow involves meeting with investment managers, generating research notes and formal reports, tracking and analyzing performance and exposures, and other ad hoc projects. The role requires leading and completing various projects under strict deadlines in a fast-paced and dynamic environment.

Responsibilities:

• Attend meetings with investment managers and prepare post-meeting reports for dissemination to colleagues across the organization and to clients
• Create and update investment manager reports used for reviews and recommendations to clients
• Assist with underwriting new investment ideas by analyzing firm background, investment strategy, historical performance, portfolio positioning, and fund terms
• Utilize investment tools including eVestment, Bloomberg, and MSCI ESG to conduct manager analysis and comparisons
• Create asset class reviews summarizing major trends, including macroeconomic backdrop, performance drivers, competitive landscape, and key client considerations

Qualifications:

• Undergraduate degree (academic concentration in economics, finance, or business is preferred)
• 1-3 years of experience within the financial services industry through full time positions, with a preference for experience at a foundation, endowment, family office, investment bank, asset/equity manager, or investment consultant

Required Skills:

• Excellent written communication skills (a writing sample is required for consideration)
• Proactive self-starter with the ability to multitask and organize competing priorities and deadlines
• Analytical problem-solving and data analysis skills with high attention to detail
• Intellectual curiosity and desire for constant learning
• Expertise in Microsoft Word, Excel, and PowerPoint
• Knowledge of capital markets and securities analysis; specific asset class experience is a plus
• Experience with investment technology (Bloomberg, eVestment, etc) is a plus

Pay range and compensation package: We put people first. As a service business, our team is our greatest asset, and engaging both clients and employees is our highest priority. Salary is determined by factors such as experience, licenses/certifications, industry knowledge, and geographic location. We provide a competitive compensation package that includes an annual incentive, and a comprehensive suite of benefits: medical, dental, and vision insurance; life insurance; 401(k) retirement plan; health savings accounts; short- and long-term disability coverage; voluntary critical illness and accident insurance; and pre-tax parking and transportation programs.

Equal Opportunity Statement: It 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.