ASSOCIATE, PERFORMANCE MEASUREMENT

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.

Associate, Performance Measurement

Monticello Associates is seeking an Associate, Performance Measurement to join our Denver office. Reporting to the Managing Director of Performance Measurement, this role is responsible for delivering accurate, timely, and insightful performance analytics for complex institutional portfolios. The position requires a high degree of technical expertise, independent judgment, and the ability to manage multiple priorities in a deadline-driven environment.

The Associate, Performance Measurement will work closely with investment consultants, research professionals, and client service teams, serving as a key resource for performance-related analysis across public and private markets. This individual will play a critical role in maintaining data integrity, enhancing reporting processes, and supporting client-facing deliverables.

Key Responsibilities

• Own the calculation, validation, and reporting of portfolio performance across multi-asset class portfolios, including equities, fixed income, hedge funds, real assets, and private investments.
• Independently reconcile performance data across custodians, managers, and third-party systems, investigating and resolving discrepancies with minimal oversight.
• Produce and review monthly and quarterly client reports, including performance, asset allocation, benchmark comparisons, and attribution analysis.
• Serve as a subject matter resource for performance-related inquiries from consultants and clients, providing clear and well-supported explanations.
• Coordinate closely with internal stakeholders to ensure accuracy and timeliness of deliverables, often managing competing deadlines.
• Identify and implement process improvements to enhance efficiency, scalability, and data quality within performance reporting workflows.
• Support system enhancements, data integrations, and automation efforts where applicable.

Qualifications & Experience

• Undergraduate degree in Finance, Accounting, Economics, Mathematics, or a related field.
• 5–7+ years of relevant experience in performance measurement, fund accounting, or investment operations, preferably within an institutional or multi-asset class environment.
• Advanced Excel skills and experience working with large, complex datasets; familiarity with performance reporting systems is preferred.
• Experience with private equity/private markets performance analysis is a plus.
• Strong analytical mindset with the ability to identify issues, investigate root causes, and implement solutions independently.
• High attention to detail, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
• Effective communication skills, with the ability to present technical concepts clearly to both internal and external stakeholders.

What We Offer

At Monticello Associate and Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary range: $85,000 - $95,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. We off a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs

Equal Employment Opportunity

It is the policy of Cresset 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 people with disabilities, including reasonable accommodation for applicants and employees with disabilities.

*Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and 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 is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.