Job Summary
Working closely with the entire Investments team, this role 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 Responsibilities
- Develop comprehensive knowledge of all investment strategies and models under Centralized Portfolio Management (CPM), including model construction and year-round change processing
- Execute complete onboarding process for portfolios at all levels, collaborating with Partner Teams to enter and analyze investment portfolio proposal data
- Monitor dedicated portfolios totaling $1.1+ billion for cash needs, rebalancing requirements, and non-model positions
- Provide guidance to Advisors and Associate Portfolio Managers on onboarding trades, trade analyses, and existing portfolio management
- Effectively communicate with Partners and Advisors to explain trades, reports, and analytics across all portfolio activities
- Conduct regular portfolio audits to monitor for drift and identify improvement opportunities
- Process tax loss harvesting opportunities within assigned portfolio responsibilities
- Workflow Management: Process withdrawal requests and change requests through proprietary workflow systems
- Deliver ongoing guidance and technical support to advisors and APMs on all aspects of portfolio management
Qualifications
- Bachelor's degree required, preferably in Business, Economics, Finance or a related field
- 3+ years of related work experience, including work with Bloomberg, Morningstar, Schwab/TDAmeritrade, or Fidelity platforms
- Experience working with Orion/Eclipse preferred
- Proficient in Microsoft Office applications.
- 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 well-being 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 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.
