Director of Investment Strategy
About The Position
This role serves as a senior investment strategy leader who collaborates with executive leadership to execute strategic manager research initiatives while managing a team of strategy analysts and serving as the firm's primary communicator on public market investment strategy. The position combines thought leadership responsibilities with subject matter expertise, supporting Partner teams and clients with complex investment solutions while overseeing content production and educational materials. The role emphasizes cross-departmental collaboration and process innovation to enhance scalability, service excellence, and the overall client experience across Moneta's investment platform.
Requirements
- Bachelor's degree in Finance, Economics, or related concentration required
- Minimum 7 years of investment industry experience, with demonstrated expertise in investment strategy and asset allocation
- Experience managing or mentoring staff
- Proficiency in quantitative analysis and portfolio risk assessment
- Proficient in Microsoft Office applications.
- Must be authorized to work in the United States
Nice To Haves
- Chartered Financial Analyst (CFA) designation preferred
- Experience with Bloomberg and Morningstar Direct preferred
- Prior experience in a wealth management or RIA environment serving high net worth clients preferred
Responsibilities
- Work closely with Partner-led teams as an extension of their advisory group, delivering investment analysis, solutions, reporting, consulting, and timely resources to support client service delivery.
- Regularly represent the Moneta Investment team in client and prospect meetings, delivering commentary on economic conditions, market trends, investment managers, and Moneta's investment approach.
- Support advisors and clients with sophisticated investment scenarios, providing personalized, tax-efficient portfolio construction and transition advice including asset allocation, tax minimization, and optimal investment strategies.
- Manage Moneta's asset allocation philosophy and process, including capital market assumptions, while contributing to the maintenance of model portfolios and preferred implementation recommendations.
- Develop comprehensive understanding of recommended investment strategies and effectively communicate these approaches to Partner teams and end clients through various channels.
- Consistently provide regular internal and external content to keep advisors and clients informed on market developments, investment topics, and educational materials.
- Contribute to developing and enhancing Investment Department workflows to achieve greater scalability, meet evolving client demands, and improve product offerings to advisor teams.
- Maintain awareness of industry trends, competitive landscape, and regulatory changes, assessing their impact on product offerings and the firm's ability to deliver personalized client solutions.
- Partner with senior staff to implement best practices in analysis, processes, and technology while championing innovations that enhance service excellence and elevate Partner team and client experiences.
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
Senior
