Associate, Investment Consulting

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.

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.