Overview
Job Description
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
Monticello Associates is seeking a thoughtful, self-motivated, and highly principled individual to serve as an Investment Consulting. This is an entry-level position, ideal for a candidate with 0-2 years of professional experience who is looking to build a career in institutional investment consulting. In this role, the individual will work as an integral member of a small, collaborative team - supporting a group of consultants and Associate Directors, along with the firm's research effort, across client engagements and investment manager due diligence. The Analyst will take direction from several senior colleagues at once and will need to prioritize thoughtfully across them. This position will be based in Bethesda, Maryland; it is a hybrid role with the expectation of three to four days a week in the office.
As an Associate, you will help analyze traditional and alternative investments within the context of a client's portfolio, working closely with the consultants you support to develop thoughtful and strategic insight grounded in the current market environment and each client's specific objectives. The work spans client communications and materials, asset allocation studies and quantitative analysis, investment manager meetings and research, requests for proposal, and the preparation of quarterly client materials.
Responsibilities include:
- Working as part of a close-knit team and supporting the day-to-day workload of a group of consultants who advise endowments, foundations, and family offices.
- Providing administrative and analytical support for client portfolios and helping track progress against the firm's long-term goals for its clients.
- Supporting the research team across multiple asset classes by assisting with investment manager research and due diligence.
- Building quantitative analyses and reports related to relevant market activity, as well as client and manager portfolio metrics, at the direction of the consultants you support.
- Helping anticipate 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.
- Serving as a dependable, flexible resource to the broader team - stepping in wherever help is needed across client work, research, and firm-wide projects, and communicating clearly about capacity and competing deadlines.
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