Job Description
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. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.
Job Description
Job Summary
The Senior Investment Research Analyst leads public markets manager research, overseeing over 100 investment options across 30 asset classes. This role maintains deep coverage of external managers and provides high-conviction ratings to ensure top-tier strategies are selected for Moneta’s Recommended List. The analyst guides and collaborates with research team members to align fund recommendations with Moneta’s investment philosophy and client needs. Additionally, the role partners with senior investment leaders to manage due diligence governance, support research initiatives, and implement model portfolio changes.
Essential Responsibilities
- Collaborates with the CIO and Head of Investment Strategy and Research to execute the strategic plan relating to manager research efforts and expand the offering to fulfill ever-changing needs of Moneta’s advisor teams and clients.
- Serves as a primary communicator to the firm as it pertains to public investments, including fund research, asset class research, education, and content production.
- Manages fellow research analysts and guides their efforts toward meeting end goals for clients, partner teams and/or EST in a timely and productive manner.
- Serve as a subject matter expert to support the Partner teams in their explanation, analysis, and/or responses to client questions and demands.
- Supports advisors and clients with complex investment portfolio questions, needs and scenarios to deliver more personalized, tax-efficient, and robust investment solutions.
- Proactively identifies, recommends and monitors the firm’s recommended public markets investment solutions according to Moneta's overarching investment philosophy and the Investment team’s research objectives.
- Collaborates with various other department heads within EST (Compliance, Custody, etc) to make informed decisions on the plan of execution of goals associated with the public manager research efforts.
- Contributes to efforts to develop and enhance the Investment Department’s workflow processes to achieve more scalability of solutions, meet clients’ evolving demands and enhance our product offering to advisor teams.
- Consistently provides regular internal content to keep advisors and clients informed on manager updates, commentary, and performance.
- Partners with senior staff to implement best practices in analysis, processes or technology that enhance service excellence and champions process innovations that elevate the overall experience for Partner teams and clients.
Qualifications
Qualifications
- Bachelor’s degree in Finance, Economics or related concentration required
- 7-10 years investment industry experience required
- Chartered Financial Analyst (CFA) charter
- Demonstrated in-depth understanding of mutual funds, exchange traded funds, separately managed accounts, hedge funds, private markets, and brokerage/bank administration procedures
- Bloomberg and Morningstar Direct experience strongly preferred
- Proficient in Microsoft Office applications.
- Must be authorized to work in the United States
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
- 401k Match – 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.