Moneta

About the Company

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.

Listed Jobs

Company Name

Moneta

Job Title

Wealth Management Intern

Job Description

**Job Title:** Wealth Management Intern **Role Summary:** Supports wealth management teams in financial planning, investment research, client documentation, and data management tasks. Gains practical experience in client-focused financial advisory services. **Expectations:** Pursuing a bachelor’s degree in business, finance, or accounting; proficiency in Microsoft Office; ability to work onsite. **Key Responsibilities:** - Assist in maintaining integrity of client data and financial records. - Conduct financial planning research and prepare investment reviews for client meetings. - Draft client documents for signatures and manage sensitive document processes (scanning, filing, shredding). - Utilize financial planning software for data analysis and reporting. - Participate in training programs and collaborative team projects as needed. **Required Skills:** Microsoft Office suite proficiency, data management, written communication, attention to detail. **Required Education & Certifications:** Enrollment in a B.S. program in business, finance, or accounting. No certifications required.

Moorestown, United states

On site

Fresher

19-09-2025

Company Name

Moneta

Job Title

Operations and Data Automation Analyst

Job Description

Job Title: Operations and Data Automation Analyst Role Summary: Drive operational excellence by analyzing workflows, deploying automation, and delivering data‑driven insights to improve efficiency, client service, and growth for a financial advisory team. Expactations: Translate business needs into actionable technical projects, collaborate with IT/data specialists, lead analytics initiatives, train end users, monitor impact metrics, and stay current on industry technology trends. Key Responsibilities - Analyze advisor practices, operations, and workflows to identify performance gaps and improvement opportunities. - Partner with enterprise data and IT teams to scope, prioritize, and implement automation solutions, reporting tools, and dashboards. - Gather business requirements, translate them into technical specifications for analytics, workflow enhancements, and automation projects. - Lead data analytics initiatives using Excel, Tableau, Power BI, or similar tools to generate actionable insights for management and advisors. - Act as the liaison between the financial advisor team and enterprise IT/data specialists on operational projects. - Track success metrics, monitor ongoing impact of deployed tools, and report results. - Facilitate adoption by providing training, documentation, and support for new tools and automated workflows. - Monitor industry trends in financial services technology, data analytics, and business operations to inform continuous improvement. Required Skills - Strong analytical and problem‑solving skills. - Experience with business intelligence tools: Excel, Power BI, Tableau. - Familiarity with automation platforms: Alteryx, RPA tools, Salesforce automation (or equivalent). - Proven ability to translate business requirements into technical solutions in partnership with IT/data teams. - Experience delivering training and documentation to end users. - Project management skills and ability to manage multiple initiatives simultaneously. Required Education & Certifications - Bachelor’s degree in business, finance, data analytics, or a related field (advanced degree preferred). - Minimum 3 years of experience in financial services operations, process improvement, business analytics, or similar roles. - Authorized to work in the United States.

St louis, United states

On site

29-10-2025

Company Name

Moneta

Job Title

Investment Analyst

Job Description

**Job Title** Investment Analyst **Role Summary** Provide comprehensive investment analysis, research, and reporting to support portfolio decisions and client proposals. Develop and maintain financial models, monitor market trends, and collaborate with senior analysts and client teams to optimize investment strategies. **Expectations** - Recent graduate or early‑career professional (0–3 years) with strong foundation in finance or economics. - Achieve or be actively pursuing CFA designation. - Pass or already hold FINRA Series 65 license. - Demonstrate proficiency in data analysis, financial modeling, and investment software. **Key Responsibilities** - Conduct detailed investment research and analysis to inform portfolio construction. - Prepare reports, presentations, and performance summaries using Morningstar Direct, Bloomberg Terminal, and Excel. - Update and maintain financial models, tracking systems, and investment documentation. - Assist in client portfolio reviews, proposals, and due diligence of investment products and third‑party managers. - Monitor macroeconomic indicators and evaluate their impact on investment strategy. - Draft internal memos and summaries for committee discussions. - Coordinate with compliance and operations to ensure data accuracy and reporting integrity. - Execute trades and banking transactions as directed. **Required Skills** - Advanced Excel (formulas, pivot tables, data analysis). - PowerPoint and PowerBI (data visualization). - Strength in financial modeling and quantitative analysis. - Familiarity with Morningstar Direct, Bloomberg Terminal, and financial databases. - Strong written and verbal communication; ability to explain complex concepts to non‑technical audiences. - Attention to detail, organizational, and time‑management skills. - Ability to collaborate across functional teams. **Required Education & Certifications** - Bachelor’s degree in Finance, Economics, or related field. - FINRA Series 65 license (required). - CFA designation or active progress toward CFA.

St louis, United states

Hybrid

Fresher

25-11-2025