Clayton, Missouri, United States · On-site
Job Summary Working closely with the entire Investments team, this role is responsible for the day-to- day management and maintenance of accounts in our turnkey asset management platform Eclipse. With your hands in every…
Skills: Portfolio Management, Trading, Account Balancing, Cash Management, Tax Loss Harvesting
St. Louis, Missouri, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Administrative Support, Client Relationship Management, Microsoft Office, Calendar Management, Financial Transaction Tracking
Wellesley, Massachusetts, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Client Relationship Management, Wealth Management, Financial Trading, Client Onboarding, Account Maintenance
Wellesley, Massachusetts, United States · On-site
Moneta is searching for a service-minded Finance professional to join one of our Partner teams as a Senior Client Service Manager. As a Senior Client Service Manager, you will work directly with the team’s Advisors…
Skills: Client Relationship Management, Financial Planning, Investment Trading, Estate Planning, Tax Planning
Denver, Colorado, United States · On-site
$120k–$150k/yr
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Financial Analysis, Investment Strategies, Tax Planning, Retirement Planning, Estate Planning
Kansas City, Kansas, United States · On-site
MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our tru…
Skills: Investment Analysis, Retirement Planning, Cash Flow Management, Tax Planning, Estate Planning
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Responsible for the day-to-day management of accounts within the Eclipse platform, including trading, balancing, and cash management. The role involves onboarding new portfolios, conducting audits for drift, and providing technical guidance to advisors.
Requires a bachelor's degree in Business, Economics, Finance, or a related field and at least 3 years of related work experience. Proficiency with financial platforms like Bloomberg, Morningstar, or Orion/Eclipse is highly preferred.
Job Summary
Working closely with the entire Investments team, this role is responsible for the day-to- day management and maintenance of accounts in our turnkey asset management platform Eclipse. With your hands in every piece of Eclipse, this Associate Portfolio Manager will be balancing accounts, trading day-to-day, managing appropriate cash balances, and assuring our model portfolios stay in balance with their goals and objectives.
Essential Responsibilities
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
Let's talk. But not just about money.
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Offices: 190 Carondelet Plaza, Clayton, Missouri 63105, US · 1 N Brentwood Blvd, St Louis, Missouri 63105, US · 200 Columbine, Suite 220, Denver, CO 80206, US · 10 S Wacker Dr, Suite 2975, Chicago, Illinois 60606, US · 1 Mercantile St, Suite 750, Worcester, Massachusetts 01608, US
Let's talk. But not just about money.
Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a legacy of innovation, service and loyalty to its clients that only an independent company can offer. Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help you secure your current financial wealth and plan for the future you imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you. Our approach focuses on building long-term relationships so we can design and execute custom solutions tailored to your unique financial needs and aligned with your personal aspirations. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based on solutions specific to you and your goals. From handling complex taxation scenarios and compensation models to navigating a liquidity event, we know that no two clients are the same.
Offices: 190 Carondelet Plaza, Clayton, Missouri 63105, US · 1 N Brentwood Blvd, St Louis, Missouri 63105, US · 200 Columbine, Suite 220, Denver, CO 80206, US · 10 S Wacker Dr, Suite 2975, Chicago, Illinois 60606, US · 1 Mercantile St, Suite 750, Worcester, Massachusetts 01608, US
