ASSOCIATE, EQUITY RESEARCH

Associate, Equity Research 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.\u202f

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.

• 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

What You Can Expect:

Monticello Associates offers a dynamic work environment for all employees. Equity Research Associates gain broad exposure to the investment management industry and have the opportunity to interact with leading investors across the major asset classes. Equity Research Associates will receive mentorship from the Research department Senior Equity Research Associates and Directors, as well as the firm's Investment Consultants. The role may require periodic travel to visit with managers on-site, attend industry conferences, and collaborate with colleagues in other offices.