Skills

Microsoft Excel Research PowerBI

Job Specifications

Company Description

Moneta is one of the nation’s largest independent Registered Investment Advisors (RIAs) now partnering with ambitious financial advisors who want to enhance their client service by completely reframing what it means to be an independent entrepreneur. You don’t have to give up ownership and control of your business to be part of something bigger. At Moneta, you benefit and grow from the rare combination of dynamic resources of our large-scale platform, owned and built by advisors for advisors, while maintaining the freedom of an independent business owner.

Moneta is a fee only 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 true purpose is centered on building relationships and providing exceptional service to our clients around the globe.

Job Description

We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.

Essential Responsibilities

Conduct investment research and analysis to support client portfolio decisions.
Prepare reports, presentations, and performance summaries using Morningstar Direct, Bloomberg, and Excel.
Collaborate with senior team members to evaluate investment opportunities and monitor market trends.
Maintain and update financial models, tracking systems, and investment documentation.
Assist with client portfolio reviews and proposals.
Perform due diligence on investment products and third-party managers.
Monitor macroeconomic indicators and assess their impact on investment strategy.
Draft internal memos and summaries for investment committee discussions.
Coordinate with compliance and operations teams to ensure data accuracy and reporting integrity.
Draft and execute trades and banking transactions

Qualifications

Bachelor’s degree in Finance, Economics, or a related field.
0–3 years of relevant experience in investment analysis or financial services.
The FINRA Series 65 license will be required
A CFA designation or active progress towards achieving the CFA designation is required.Proficient in Microsoft Office applications, particularly Microsoft Excel, PowerPoint, and PowerBI. Familiarity with Morningstar Direct and Bloomberg Terminal is a plus.
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.

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... Know more