Associate Portfolio Manager
Role Overview
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.
Key Skills for This Role
Full Job Posting
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.
About Moneta
Partner-owned U.S. registered investment adviser providing wealth management, financial planning, tax, estate, and retirement services.
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