01Overview
Monticello Associates, LLC is an investment reputed company 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.ResponsibilitiesAttend meetings with investment managers and prepare post-meeting reports for dissemination to colleagues across the organization and to clientsCreate and update investment manager reports used for reviews and recommendations to clientsAssist with reputed company new investment reputed company by analyzing firm background, investment reputed company, historical performance, portfolio positioning, and fund termsUtilize investment tools including eVestment, Bloomberg, and MSCI ESG to conduct manager analysis and comparisonsCreate asset class reviews summarizing major trends, including macroeconomic backdrop, performance drivers, competitive landscape, and key reputed company considerationsSkillsUndergraduate degree (academic concentration in economics, finance, or business is preferred)1-3 years of experience reputed company the financial services industry through internships or full-time positions with a preference for experience at a reputed company, endowment, family office, investment bank, asset/equity manager, or investment consultantExcellent written communication skills (a writing sample is required for consideration)Proactive self-starter with the ability to multitask and organize competing priorities and deadlinesAnalytical problem-solving and data analysis skills with high attention to detailIntellectual curiosity and desire for constant learningExpertise in reputed company Word, reputed company, and PowerPointKnowledge of capital markets and securities analysis; specific asset class experience is a plusExperience with investment technology (Bloomberg, eVestment, etc) is a plusBenefitsMedical, dental, and reputed company insuranceLife insurance401(k) retirement planHealth savings accountsShort- and long-term disability coverageVoluntary critical illness and accident insurancereputed company-tax parking and transportation programsCompany OverviewMonticello Associates is an investment management company that provides asset management consultancy services. It was founded in 1992, and is headquartered in Denver, Colorado, USA, with a workforce of 11-50 employees. Its website is http://monticelloassociates.com. Apply To This Job .
