Moneta Group Investment Specialist in Clayton, Missouri

Moneta seeks a finance-minded professional who is passionate about investment research. This Investment Specialist will work with one of the Partner teams to help oversee the cash flow and investments for high-priority clients. We desire someone extremely detail-oriented who will enjoy researching, evaluating and creating strategy around investment opportunities.

  • Research, evaluate and perform due diligence on investments and funds

  • Research private investment options

  • Present options to Partner Team

  • Maintain complex client portfolios

  • Oversee all cash flows of account utilizing Excel

  • Help manage team investment operations under the supervision of Partners

  • Present quarterly investment-related presentations for review by Partners and Team

  • Proactively study events that impact market conditions and modify strategy appropriately with Partner approval

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

  • Execute special projects as needed

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

  • B.S. in Accounting, Economics, Finance, Math or Engineering; GPA of 3.5 or higher preferred

  • Demonstrated mastery in Excel

  • Ability to learn and adapt quickly in a fast-paced environment

  • Bloomberg, Zephyr and/or Morningstar experience preferred

  • Excellent analytical and quantitative skills

  • Ability to multi-task and meet deadlines

  • Strong communication and interpersonal skills

  • Ability to obtain Series 65 within 6 months

External Company Name: Moneta Group

External Company URL:

Street: 100 S. Brentwood Blvd