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Monticello Associates · 21 hours ago

Associate, Equity Research

Denver, CO

Full-time

Hybrid

Entry Level

$80K/yr - $100K/yr

1+ years exp

Monticello Associates, LLC is an investment consulting firm specializing in serving foundations, endowments, and family office clients. The Equity Research Associate will be responsible for investment manager research and due diligence, including generating reports, analyzing performance, and tracking market trends.

ConsultingFinancial ServicesLegal

Hiring Manager

Tom Christman

Responsibilities

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

Qualification

Investment analysisFinancial services experienceMicrosoft ExcelBloombergEVestmentData analysisMultitaskingIntellectual curiosityWritten communicationProblem-solving

Required

Undergraduate degree (academic concentration in economics, finance, or business is preferred)

1-3 years of experience within the financial services industry through internships or full-time positions with a preference for experience at a foundation, endowment, family office, investment bank, asset/equity manager, or investment consultant

Excellent written communication skills (a writing sample is required for consideration)

Proactive self-starter with the ability to multitask and organize competing priorities and deadlines

Analytical problem-solving and data analysis skills with high attention to detail

Intellectual curiosity and desire for constant learning

Expertise in Microsoft Word, Excel, and PowerPoint

Knowledge of capital markets and securities analysis; specific asset class experience is a plus

Experience with investment technology (Bloomberg, eVestment, etc) is a plus