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Moneta Group Associate Investment Consultant in Clayton, Missouri

Moneta is looking for a professional who is passionate about Investments and Financial Planning for the position of Associate Investment Consultant. This position will be the primary resource for support to our Investment Consultants in their efforts to provide quality assistance to the Partner teams and their clients. Associate Investment Consultants will work closely and take direction from Investment Consultants for client deliverables which include preparing custom benchmark reports, assisting with Request for Proposals (RFPs), creating presentations, and assisting with data gathering, among many other tasks. Additionally, this individual will place high priority on client satisfaction, always protecting the best interest of the client and firm.

Ranked among the Top 10 RIAs by Barron’s for three consecutive years (2018, 2019, 2020), Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to our clients that only an independent company can offer. Advisors joining Moneta gain access to our large-scale resources without giving up their entrepreneurial independence.

  • Support the Investments Consultants by providing tailored client resources such as reports, presentations, and relevant market information. Ensure that firm-wide communication from the Investment Department is provided timely and efficiently.

  • Work within the firm’s Investment Department alongside outside research partners to develop and maintain the firm’s model portfolios and preferred implementation recommendations

  • Develop and maintain a complete understanding of the firms recommended investment strategies and communicate these strategies to the firm’s Partner teams and end clients

  • Develop and enhance the Investment Department’s workflow process for analyzing portfolios in respect to transition analysis, attribution analysis, and modeling.

  • Deliver and communicate economic and financial market commentary and present investment manager performance information

  • Maintain internal performance reporting databases, recommended investment lists and models, and investment factsheet production

  • Maintain an understanding of the investment industry including securities, regulations, and global market conditions

  • Ability to execute on special projects as needed

  • Reinforce the ‘Why’ of Moneta in all your actions and interactions

  • Bachelor’s degree in Finance, Economics or related concentration required

  • Progress toward Chartered Financial Analyst (CFA) charter designation strongly preferred

  • Experience with data analytics preferred

  • Broad and deep understanding of mutual funds, exchange traded funds, separately managed accounts, hedge funds, limited partnerships, and brokerage/bank administration procedures

  • 3-5 years investment consulting industry experience required

  • Strong knowledge of the investing world and passion for markets

  • Bloomberg and Morningstar Direct experience strongly preferred

  • Proficient in Microsoft Office suite of tools including, such as Outlook, Work, PowerPoint, and Excel, is required

  • Database management skills; data analysis skill

  • Excellent analytical and quantitative skills

  • Ability to multi-task and meet deadlines

  • Excellent oral and written communication skills are essential

  • Experience presenting complex concepts and materials to a broad range of sophistication levels

  • Comfortable working independently in a fast-paced environment

External Company Name: Moneta Group

External Company URL: http://www.monetagroup.com

Street: 1 N. Brentwood Blvd

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