Associate Portfolio Manager

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 daily management and maintenance of accounts in our asset management platforms.  Involved in every aspect of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing appropriate cash balances, and assuring model portfolios remain balanced with their goals and objectives. 

Essential 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
• Responsible for implementing portfolios with appropriate asset allocation based on predetermined models
• Responsible for processing withdraw request and change request 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

Qualifications

• Bachelor’s degree required, preferably in Business, Economics, Finance, or other related topic
• 3+ years’ experience working with Bloomberg, Morningstar, Schwab/TD Ameritrade, or Fidelity platforms
• Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred
• Advanced proficiency in Microsoft Excel
• This role is fully in office, located in our St. Louis, Missouri offices 

Additional Information

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails. 

About the Company

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career.  Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.