Senior Investment Associate

About 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 services that integrate social and environmental impact considerations into investment decision-making. The company operates out of San Francisco’s Presidio and prides itself on its innovative approach to financing that requires both purpose and profit. Montcalm TCR is led by a team of experienced professionals committed to fostering a future where finance serves the greater good. Montcalm’s services are sought by clients who wish to integrate purpose and values into their wealth management strategies. About this Role Montcalm TCR LLC is seeking a Senior Investment Associate to join our dynamic team. The successful candidate will be instrumental in sourcing, evaluating, and developing investment opportunities across various asset classes, with a specific focus on private markets and impact-aligned strategies. This hybrid role, based in the picturesque Presidio area of San Francisco, requires a strategic thinker with excellent analytical and communication skills. The Senior Investment Associate will contribute to the expansion of Montcalm’s offerings with innovative allocation models and products, aligned with the company’s philosophy of values-based investing. 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. Requirements 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. 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.