Associate Fixed Income Analyst
Moneta Group Investment Advisors LLC•St. Louis, MO
About The Position
This role is responsible for sourcing investment opportunities, executing trades, and managing the complete lifecycle of fixed income operations in alignment with client mandates. The position combines hands-on trading responsibilities with portfolio analysis, reporting, and vendor relationship management while supporting senior management and strategic business development initiatives. The role requires coordination across internal teams, third-party providers, and counterparties to ensure seamless fixed income operations and client service delivery.
Requirements
- Bachelor's degree in Accounting, Finance or a related field
- 3+ years related work experience, preferably with an asset manager, trading desk or RIA
- Series 65 licensure required within 6 months of hire, if not already held
- Proficient in Microsoft Office applications.
- Must be authorized to work in the United States
Nice To Haves
- Experience with Bloomberg, Morningstar, Orion and Eclipse strongly preferred.
- Familiar in dealing with custodians Schwab, Fidelity helpful
Responsibilities
- Source fixed income investment opportunities through broker/dealer relationships and execute trades in alignment with client mandates and prevailing market conditions.
- Coordinate with internal teams, third-party service providers, and counterparties to oversee the complete lifecycle of fixed income trading operations from execution through settlement.
- Assist in managing fixed income accounts by analyzing portfolios, recommending trades, and supporting investment decision-making processes.
- Review and support reconciliation processes with third-party partners, ensuring accuracy between internal systems, custodians, prime brokers, and trading platforms.
- Serve as primary liaison with third-party technology, data, and service providers related to fixed income operations and infrastructure.
- Prepare comprehensive portfolio and manager-level reports, analyzing portfolio results including holdings, performance, risk exposures, and attribution analysis.
- Provide backup support to Senior Portfolio Manager, ensuring continuity of operations and client service during absences or high-volume periods.
- Support strategic initiatives for equity and fixed income business line development and integration, including gathering requirements, preparing documentation, and implementing new procedures, workflows, and controls.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
