Investment Analyst
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Job Location:
Clayton, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.
Essential 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
Qualifications :
- Bachelors degree in Finance Economics or a related field.
- 03 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 in Microsoft Office applications particularly Microsoft Excel PowerPoint and PowerBI. Familiarity with Morningstar Direct and Bloomberg Terminal is a plus.
- Must be authorized to work in the United States.
Additional Information :
Moneta 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 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
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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Close Protection
- Accounting And Auditing
- C#
- Agriculture
- Civil Project Management
- Import & Export
About Company
Moneta 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 ... View more
