Senior Investment Associate
6 hours ago
Senior Investment Associate – Montcalm Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Montcalm is a wealth management firm devoted to aligning money, purpose, and humanity. We partner with clients who want their financial lives to reflect clarity, intention, and freedom, and we steward capital in ways that support both personal well‑being and broader regeneration. Our investment approach is rooted in deep engagement, rigorous analysis, and a commitment to building offerings that serve clients and the world with integrity. This is a hybrid role based in the Presidio in San Francisco. Key Responsibilities 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. 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. 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. xrczosw Opportunity to contribute to a firm shaping the future of aligned and regenerative finance. To Apply Email resume and cover letter to .
-
Senior Investment Associate
8 hours ago
San Francisco, CA, United States Montcalm Full timeSenior Investment Associate Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. 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...
-
Senior Investment Associate
2 days ago
San Francisco, CA, United States ImpactAlpha Inc. Full timeAbout Montcalm TCR LLC Apply fast, check the full description by scrolling below to find out the full requirements for this role. Montcalm TCR is a financial services company focused on providing sustainable and impact-aligned investment solutions. Founded with a mission to align capital with values, Montcalm TCR offers a range of investment management...
-
Senior Investment Associate
2 days ago
San Francisco, CA, United States Montcalm TCR Full timeMontcalm is a wealth management firm devoted to aligning money, purpose, and humanity. We partner with clients who want their financial lives to reflect clarity, intention, and freedom, and we steward capital in ways that support both personal well‑being and broader regeneration. Our investment approach is rooted in deep engagement, rigorous analysis, and...
-
Senior Investment Associate
6 hours ago
San Francisco, CA, United States Montcalm TCR Full timeMontcalm is a wealth management firm devoted to aligning money, purpose, and humanity. We partner with clients who want their financial lives to reflect clarity, intention, and freedom, and we steward capital in ways that support both personal well‑being and broader regeneration. Our investment approach is rooted in deep engagement, rigorous analysis, and...
-
Senior Investment Associate
4 weeks ago
San Francisco, United States Dartmouth Partners Full timeSenior Associate – Growth Equity Direct message the job poster from Dartmouth Partners If you are interested in joining a growing global Growth Equity fund in the Bay Area as a Senior Associate, please consider applying for this role. This fund is currently sitting at about $2bn in AUM and focuses its investments on growth‑stage technology companies,...
-
Senior Associate/ VP of Investments
2 weeks ago
San Francisco, CA, United States Pivotal Life Sciences Full timeWe are seeking a Senior Associate of Investment Analytics to join our dynamic investment team at Pivotal Life Sciences. While at its core this is an investment role, the ideal candidate will also bring computational biology, generative AI, data science, or similar computational skills that can be leveraged to drive informed investment decisions in the...
-
Senior Investment Associate
2 days ago
San Francisco, California, United States Dartmouth Partners Full timeIf you are interested in joining a growing global Growth Equity fund in the Bay Area as a Senior Associate, please consider applying for this role. This fund is currently sitting at about $2bn in AUM and focus their investments on growth-stage technology companies, with a particular interest in AI.This fund is open to candidates who started their career with...
-
Senior Associate/ VP of Investments
2 weeks ago
San Francisco, CA, United States Pivotal Full timeSalary: $225,000-$250,000 plus annual performance bonus Position Overview : We are seeking a Senior Associate of Investment Analytics to join our dynamic investment team at Pivotal Life Sciences. While at its core this is an investment role, the ideal candidate will also bring computational biology, generative AI, data science, or similar computational...
-
Senior Investment Associate
4 weeks ago
San Francisco, CA, United States Dartmouth Partners Full timeSenior Associate Growth Equity Direct message the job poster from Dartmouth Partners If you are interested in joining a growing global Growth Equity fund in the Bay Area as a Senior Associate, please consider applying for this role. This fund is currently sitting at about $2bn in AUM and focuses its investments on growthstage technology companies, with a...
-
Senior Investment Associate
2 hours ago
San Francisco, CA, United States Montcalm Full timeSenior Investment Associate 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, impactaligned strategies, and leading the expansion of Montcalms service offerings with...
