Associate Portfolio Manager
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Job Location:
Clayton, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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 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 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 :
- Bachelors 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
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
