Montcalm · 1 month ago
Senior Investment Associate
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $130K/yr
3+ years expMontcalm is seeking a Senior Investment Associate to join their growing team. This role will focus on sourcing, evaluating, and developing investment opportunities across various asset classes, particularly in private markets and impact-aligned strategies.
ConsultingFinancial ServicesWealth Management
Responsibilities
Lead and support due diligence on alternative investments including private credit, private equity, venture, and real assets, especially regenerative or mission-aligned strategies
Conduct qualitative and quantitative analysis of managers, fund structures, performance, risk factors, and broader market context
Support the full due diligence lifecycle: sourcing, screening, modeling, reference checks, investment memos, and ongoing reporting
Maintain relationships with fund managers, co-investors, and ecosystem partners, and leverage partners to streamline due diligence
Collaborate with senior leadership to build and refine Montcalm’s new Resonance Allocation product integrating purpose, values mapping, and investment rigor
Help design new investment structures and offerings that reflect Montcalm’s philosophy and client needs
Contribute to research on emerging opportunities in values-aligned, regenerative, and next-economy investing
Assist with thematic research on markets, economic conditions, and impact-aligned trends
Prepare clear, thoughtful materials for the Investment Committee and for clients
Participate in portfolio monitoring, reporting, and ongoing risk assessment across client accounts
Qualification
Required
3–6 years of experience in investment research, due diligence, private markets, or related fields
Demonstrated experience evaluating private market strategies or alternative investments
Strong analytical skills and financial modeling proficiency
Experience preparing due diligence materials and investment memos
Excellent written and verbal communication skills, including ability to translate complexity into clarity
Ability to maintain professional, values-aligned relationships with clients and partners
Curiosity, humility, and a strong interest in the intersection of finance, purpose, and human well-being
Comfort working in a nimble, evolving, entrepreneurial environment
Preferred
MBA or CFA a plus but not required
Benefits
Health, dental, and vision insurance (75% covered)
20 days PTO + all market holidays
Flexible, hybrid work schedule
Opportunity to contribute to a firm shaping the future of aligned and regenerative finance
Company
Montcalm
Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Holly Ziegel Ruxin
Founder and CEO
Company data provided by crunchbase