We’re Hiring!

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.

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

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

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

To Apply

Email resume and cover letter to info@montcalmtcr.com