Associate Portfolio Manager

Moneta Group Investment Advisors LLC•Clayton, MO

2d•Onsite

About The Position

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 day-to-day management and maintenance of accounts in our turnkey asset management platform, Eclipse. With your hands in every piece of Eclipse, this Associate Portfolio Manager will be balancing accounts, trading day-to-day, managing appropriate cash balances, and assuring our model portfolios stay in balance with their goals and objectives.

Requirements

Bachelor’s degree required, preferably in Business, Economics, Finance, or related field
3+ years related experience, including working with Bloomberg, Morningstar, Schwab/TDAmeritrade, or Fidelity platforms
Advanced proficiency in Microsoft Excel

Nice To Haves

Experience working with a trading system like Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred

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
Implementing portfolios with appropriate asset allocation based on predetermined models
Processing withdrawal requests and change requests 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

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