We are seeking a Senior Investment Associate to join our growing team. This person will play a central role in sourcing, evaluating, and developing investment opportunities across asset classes with a particular emphasis on private markets, impact-aligned strategies, and leading the expansion of Montcalm’s service offerings with new allocation models and products.

This is a hybrid role based in the Presidio in San Francisco.

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Key Responsibilities

Private Markets & Due Diligence (40%)

• Lead and support due diligence on alternative investments including private credit, private equity, venture, and real assets, especially regenerative or mission-aligned strategies
• Conduct qualitative and quantitative analysis of managers, fund structures, performance, risk factors, and broader market context
• Support the full due diligence lifecycle: sourcing, screening, modeling, reference checks, investment memos, and ongoing reporting
• Maintain relationships with fund managers, co-investors, and ecosystem partners, and leverage partners to streamline due diligence

Product Development (40%)

• Collaborate with senior leadership to build and refine Montcalm’s new Resonance Allocation product integrating purpose, values mapping, and investment rigor
• Help design new investment structures and offerings that reflect Montcalm’s philosophy and client needs
• Contribute to research on emerging opportunities in values-aligned, regenerative, and next-economy investing

Research, Strategy & Communication (20%)

• Assist with thematic research on markets, economic conditions, and impact-aligned trends
• Prepare clear, thoughtful materials for the Investment Committee and for clients
• Participate in portfolio monitoring, reporting, and ongoing risk assessment across client accounts

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Qualifications

• 3–6 years of experience in investment research, due diligence, private markets, or related fields
• Demonstrated experience evaluating private market strategies or alternative investments
• Strong analytical skills and financial modeling proficiency
• Experience preparing due diligence materials and investment memos
• Excellent written and verbal communication skills, including ability to translate complexity into clarity
• Ability to maintain professional, values-aligned relationships with clients and partners
• Curiosity, humility, and a strong interest in the intersection of finance, purpose, and human well-being
• Comfort working in a nimble, evolving, entrepreneurial environment
• MBA or CFA a plus but not required

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Compensation & Benefits

• $90k–$130k base salary, depending on experience, plus a performance-based bonus
• Health, dental, and vision insurance (75% covered)
• 20 days PTO + all market holidays
• Flexible, hybrid work schedule
• Opportunity to contribute to a firm shaping the future of aligned and regenerative finance

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To Apply

Email resume and cover letter to info@montcalmtcr.com