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Moneta · 1 month ago

Investment Analyst

190 Carondelet Plaza, Clayton, MO 63105, USA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Moneta is one of the nation’s largest independent Registered Investment Advisors, seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional who will conduct investment research and analysis to support client portfolio decisions and collaborate with senior team members to evaluate investment opportunities.

BankingConsultingFinancial Services

No H1B

Responsibilities

Conduct investment research and analysis to support client portfolio decisions

Prepare reports, presentations, and performance summaries using Morningstar Direct, Bloomberg, and Excel

Collaborate with senior team members to evaluate investment opportunities and monitor market trends

Maintain and update financial models, tracking systems, and investment documentation

Assist with client portfolio reviews and proposals

Perform due diligence on investment products and third-party managers

Monitor macroeconomic indicators and assess their impact on investment strategy

Draft internal memos and summaries for investment committee discussions

Coordinate with compliance and operations teams to ensure data accuracy and reporting integrity

Draft and execute trades and banking transactions

Qualification

Investment analysisFinancial modelingCFA designationMorningstar DirectBloomberg TerminalMicrosoft ExcelMicrosoft PowerPointPowerBIDue diligenceMarket trend analysis

Required

Bachelor's degree in Finance, Economics, or a related field

0–3 years of relevant experience in investment analysis or financial services

The FINRA Series 65 license will be required

A CFA designation or active progress towards achieving the CFA designation is required

Proficient in Microsoft Office applications, particularly Microsoft Excel, PowerPoint, and PowerBI

Must be authorized to work in the United States

Preferred

Familiarity with Morningstar Direct and Bloomberg Terminal is a plus

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

Company

Moneta

Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer.

Founded in 1869

St Louis, Missouri, USA

501-1000 employees