Cresset Capital
Monticello Associates is seeking a self-motivated individual for an entry-level Investment Consulting role to support a collaborative team advising foundations, endowments, and family offices. The position involves analyzing traditional and alternative investments, conducting manager due diligence, and preparing client materials and quantitative reports. This hybrid role is based in Bethesda, Maryland, with three to four days required in the office.
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.
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