Moneta Group Investment Consultant in Clayton, Missouri
Moneta is looking for a professional who is passionate about investments and financial planning for the position of Investment Consultant. This investment expert will work along others within the firm’s Investment Department to assist the Partner teams to deliver investment tools, investment research, performance reporting, marketing and communications material, and general investment consulting advise. Today the Investment Department services 25 Partner teams which collectively manages approximately $27 billion in assets. The Investment Consultant is responsible for maintaining relationships with the Partner teams and advising them as to the tools available, as well as assisting them in client portfolio transition and implementation. Additionally, this individual will place high priority on client satisfaction, providing a superior client experience and 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.
Build relationships with Partner teams to create an extension of their advisor teams to provide investment reporting, investment consulting and timely resources.
Participate in client meetings
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 firm’s 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
Maintains 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
Chartered Financial Analyst (CFA) charter
Broad and deep understanding of mutual funds, exchange traded funds, separately managed accounts, hedge funds, limited partnerships, and brokerage/bank administration procedures
5-10 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 , such as Outlook, Work, PowerPoint, and Excel, is required
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