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