Apply on Employer Site

Moneta · 1 day ago

Associate Portfolio Manager

St Louis, MO

Full-time

Onsite

Mid Level

3+ years exp

Moneta is a national Registered Investment Advisory Firm based in St. Louis, Missouri. They are seeking an Associate Portfolio Manager to manage and maintain accounts in their asset management platforms, ensuring portfolios are balanced and aligned with client goals.

BankingConsultingFinancial Services

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

Qualification

BloombergAddeparMicrosoft ExcelMorningstarTrading systemsBusiness degreeEconomics degreeFinance degree

Required

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

Advanced proficiency in Microsoft Excel

This role is fully in office, located in our St. Louis, Missouri offices

Preferred

Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred

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