EQUITY RESEARCH SUMMER INTERNSHIP

Equity Research Summer Internship

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.

About the Role:

The Investment Research Summer Internship provides a structured, hands-on introduction to the investment research and consulting process. Interns will work alongside experienced professionals in Monticello’s Research Department to evaluate investment managers, analyze data, and contribute to projects that inform client recommendations. This is an excellent opportunity for rising sophomores and juniors who are intellectually curious, analytically driven, and interested in pursuing careers in finance, economics, or consulting.

• Support the investment research and due diligence process across public and private market strategies.
• Conduct quantitative and qualitative analysis using eVestment, Bloomberg, and other research tools.
• Assist with performance and exposure tracking, data validation, and report preparation.
• Draft meeting notes, research summaries, and internal presentations for the Research and Consulting teams.
• Participate in developing asset class and thematic reports, analyzing macroeconomic trends and investment themes.
• Contribute to ad hoc research projects to support client deliverables.

What You Can Expect:

Monticello Associates offers a dynamic and collaborative work environment where summer interns gain firsthand exposure to the institutional investment consulting process. Over the course of the 10-week paid program, you will work closely with Research Associates, Directors, and Consultants who provide ongoing mentorship and guidance. Interns have the opportunity to interact with leading investment managers, attend internal research meetings, and contribute to real-time projects shaping client recommendations. Throughout the internship, you will develop skills in financial modeling, data analysis, and professional communication while working in an analytical, fast-paced setting that encourages curiosity, teamwork, and growth.

Qualifications

About You:

• Rising Sophomore or Junior pursuing a Bachelor’s degree in Finance, Economics, Business, Mathematics, or related fields.
• Strong analytical, organizational, and written communication skills.
• Demonstrated interest in investments, capital markets, or consulting.
• Proficiency in Microsoft Word, Excel, and PowerPoint; familiarity with Bloomberg or eVestment is a plus.
• Self-starter with high attention to detail and the ability to manage multiple priorities.
• Intellectual curiosity and a desire for continuous learning.

What We Offer

We put people first. As a service business, our team is our greatest asset, and engaging both clients and employees is our highest priority. Salary is determined by factors such as experience, licenses/certifications, industry knowledge, and geographic location. We provide a competitive compensation package that includes an annual incentive, and a comprehensive suite of benefits: medical, dental, and vision insurance; life insurance; 401(k) retirement plan; health savings accounts; short- and long-term disability coverage; voluntary critical illness and accident insurance; and pre-tax parking and transportation programs.

Equal Employment Opportunity

It is our policy to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC and Monticello Associates, LLC. are SEC registered investment advisers. SEC registration does not imply any specific level of skill or training.