Associate Portfolio Manager
Location
Clayton, MO | United States
Job description
MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.
We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.
Job Description
Moneta seeks an Associate Portfolio Manager to join our Enterprise Services Team. Working closely with the entire Investments team, this Associate Portfolio Manager is responsible for the daily management and maintenance of accounts in our asset management platforms. Involved in every aspect of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing appropriate cash balances, and assuring model portfolios remain balanced with their goals and objectives.
Essential Responsibilities
- Develop a strong understanding of the firm’s investment strategy and the models we support under Centralized Portfolio Management (CPM)
- Monitor a dedicated number of portfolios for cash needs, rebalancing, and non-model positions
- Process tax loss harvest opportunities within dedicated portfolios
- Run regular audits to monitor portfolios for high cash balances as well as to identify portfolio improvement opportunities
- Effectively communicate with Partners and Advisors to explain trades, reports, and analytics
- Responsible for implementing portfolios with appropriate asset allocation based on predetermined models
- Responsible for processing withdraw request and change request from our proprietary workflow system
- Responsible for reporting needs on managed accounts enrolled to CPM
- Provide guidance and support to advisors on existing portfolios under management
Qualifications
- Bachelor’s degree required, preferably in Business, Economics, Finance, or other related topic
- 3+ years’ experience working with Bloomberg, Morningstar, Schwab/TD Ameritrade, or Fidelity platforms
- Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred
- Advanced proficiency in Microsoft Excel
- This role is fully in office, located in our St. Louis, Missouri offices
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.
Job tags
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