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Moneta Group Research Analyst in Clayton, Missouri

Moneta is searching for a Research Analyst to join the growing Investments team. The Research Analyst will provide overall support to the Investment Department through a variety of responsibilities and projects. Day to day the research analyst will find themselves performing primary due diligence of third-party mutual funds, researching investment strategies to be used in client portfolios, and creating investment/ or financial related reports. Special projects will vary based on Investments team needs and client’s needs but can include our recommended managers list, asset class research, providing insights to team members regarding client and prospect portfolios.

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.

  • Perform investment manager due diligence via data analysis, conference calls, and on-site manager visits

  • Maintain coverage of traditional asset classes and alternative asset classes

  • Work alongside our research partner in monitoring recommended funds and developing additional solutions for clients

  • Stay knowledgeable of recommended managers, mutual funds, ETFs, collective trusts, and separate accounts on the Recommended List

  • Remain current on recommended managers’ investment outlooks, portfolio positioning, recent performance, and qualitative considerations of the firm and team.

  • Assist the Investment Department in communications with clients/prospects on asset class and manager insights

  • Assists with ad-hoc investment related reports, data requests, review of existing client holdings, portfolio modeling reports, and asset allocation studies

  • Maintains and updates the Recommended List of investments on a monthly basis

  • Fosters an environment of open, honest, and timely communication

  • Ensures the vision and core values of Moneta Group are incorporated into the duties and responsibilities of the position

  • B.S. Accounting, Economics, Engineering, Finance, or Math

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

  • 3+ years of relevant experience preferred

  • Proficient in Microsoft Office applications; excellent Excel skills

  • Bloomberg and/or Morningstar experience required

  • Excellent analytical and quantitative skills

  • Ability to multi-task, manage multiple priorities, and meet deadlines in a dynamic work environment

  • Excellent interpersonal skills; interacts successfully with colleagues

  • Commitment to ‘Raving Fan’ service

  • Professional attitude, demeanor, and appearance

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

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

Street: 1 N. Brentwood Blvd