Associate Portfolio Manager

Moneta Group Investment Advisors LLC•Clayton, MO

6d•Onsite

About The Position

Working closely with the entire Investments team, this role 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 a related field
3+ years of related work experience, including work with Bloomberg, Morningstar, Schwab/TDAmeritrade, or Fidelity platforms
Experience working with Orion/Eclipse preferred
Proficient in Microsoft Office applications.
Must be authorized to work in the United States

Nice To Haves

Experience working with Orion/Eclipse

Responsibilities

Develop comprehensive knowledge of all investment strategies and models under Centralized Portfolio Management (CPM), including model construction and year-round change processing
Execute complete onboarding process for portfolios at all levels, collaborating with Partner Teams to enter and analyze investment portfolio proposal data
Monitor dedicated portfolios totaling $1.1+ billion for cash needs, rebalancing requirements, and non-model positions
Provide guidance to Advisors and Associate Portfolio Managers on onboarding trades, trade analyses, and existing portfolio management
Effectively communicate with Partners and Advisors to explain trades, reports, and analytics across all portfolio activities
Conduct regular portfolio audits to monitor for drift and identify improvement opportunities
Process tax loss harvesting opportunities within assigned portfolio responsibilities
Process withdrawal requests and change requests through proprietary workflow systems
Deliver ongoing guidance and technical support to advisors and APMs on all aspects of portfolio 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