Associate Portfolio Manager

Associate Portfolio ManagerReports to: Sr.

ManagerStatus:

Exempt, Full TimeMoneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, weve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job SummaryMoneta 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. Essential ResponsibilitiesDevelop a strong understanding of the firms 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 positionsProcess tax loss harvest opportunities within dedicated portfoliosRun regular audits tomonitorportfolios for high cash balances as well as toidentifyportfolio improvement opportunitiesEffectively communicate with Partners and Advisors to explain trades, reports, and analyticsImplementingportfolios withappropriate assetallocation based on predetermined modelsProcessingwithdrawalrequestsand changerequestsfrom our proprietary workflow systemResponsible for reporting needs on managed accounts enrolled to CPM Provide guidance and support to advisors on existing portfolios under managementQualificationsBachelorsdegreerequired,preferablyinBusiness,Economics,Finance,orrelatedfield3+yearsrelatedexperience, includingworkingwithBloomberg,Morningstar,Schwab/TDAmeritrade,orFidelityplatformsExperienceworkingwitha trading system likeOrion/Eclipse, Envestnet Tamarac,iRebalstronglypreferredAdvancedproficiencyinMicrosoftExcelAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:

Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.