Associate, Investment Consulting

About the Role

Monticello Associates is seeking a thoughtful, self-motivated, and highly principled individual to serve as an Associate, Investment Consulting. This is an entry-level position, ideal for a candidate with 0-2 years of professional experience looking to build a career in institutional investment consulting. In this role, you will work as an integral member of a small, collaborative team, supporting consultants and Associate Directors, and contributing to the firm's research effort across client engagements and investment manager due diligence. This position will be based in Bethesda, Maryland, and is a hybrid role with the expectation of three to four days a week in the office.

Key Responsibilities

• Support the day-to-day workload of consultants advising endowments, foundations, and family offices.
• Provide administrative and analytical support for client portfolios and track progress against long-term client goals.
• Assist with investment manager research and due diligence across multiple asset classes.
• Build quantitative analyses and reports related to market activity, client, and manager portfolio metrics.
• Anticipate client needs based on market environment and respond to ad hoc requests with a tailored approach.
• Prepare quarterly client materials and presentations, and assist with RFPs and onboarding materials.
• Serve as a dependable, flexible resource to the broader team, assisting with client work, research, and firm-wide projects, and communicating clearly about capacity and competing deadlines.
• Analyze traditional and alternative investments within client portfolios.
• Develop strategic insights grounded in the current market environment and client-specific objectives.

Requirements & Tech Stack

• Microsoft Excel, PowerPoint, and Word proficiency.
• Experience working with AI tools and ability to drive successful prompts for complex projects.
• Familiarity with investment technology (Bloomberg, eVestment, etc.) is a plus.

Qualifications

• Undergraduate degree is required.
• 0 – 2 years of experience; internships or coursework in finance or investments are a plus.
• Dynamic thinker and team player.
• Detail-oriented, coachable, and able to work in a fast-paced environment under strict deadlines.
• Comfortable supporting a client-facing team with a “client-first” approach.
• Collaborative disposition, willingness to pitch in, and judgment to triage competing deadlines.
• Knowledge and interest in capital markets and investment manager analysis.
• Analytical problem-solving and data analysis skills.
• Strong writing ability with high attention to detail.
• Intellectual curiosity and desire for constant learning.
• Motivated self-starter with the ability to work independently.
• Collaborative, team-first mindset.
• Demonstrated progress toward the CFA designation is strongly preferred.
• Candidates who have passed CFA Level I, or who are registered to sit for an upcoming exam, will be viewed favorably.
• Analysts are expected to enroll in the CFA Program within their first year and maintain steady progress toward the charter.
• Completion of – or progress towards – a CPA is a viable candidate path.