Cresset Capital
Monticello Associates, LLC is seeking a self-motivated Associate, Investment Consulting to support consulting and research teams in advising foundations, endowments, and family offices. The role involves conducting investment manager due diligence, performing quantitative analysis, and preparing client materials and presentations. This hybrid position requires direct client communication and strategic insight into traditional and alternative investments.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cresset Capital.
44% above the average for this role
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