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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