Associate Portfolio Manager
Moneta Group Investment Advisors LLC•St. Louis, MO
3d
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’sdegreerequired,preferablyinBusiness,Economics,Finance,orrelatedfield
- 3+yearsrelatedexperience, includingworkingwithBloomberg,Morningstar,Schwab/TDAmeritrade,orFidelityplatforms
- AdvancedproficiencyinMicrosoftExcel
Nice To Haves
- Experienceworkingwitha trading system likeOrion/Eclipse, Envestnet Tamarac,iRebalstronglypreferred
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 tomonitorportfolios for high cash balances as well as toidentifyportfolio improvement opportunities
- Effectively communicate with Partners and Advisors to explain trades, reports, and analytics
- Implementingportfolios withappropriate assetallocation based on predetermined models
- Processingwithdrawalrequestsand changerequestsfrom 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
