Associate Portfolio Manager

Job Summary

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

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 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.