Portfolio Management Specialist — Eclipse Platform

Moneta; Clayton (MO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical insurance

Dental insurance

Disability insurance

AD&D insurance

Life insurance

401k match

Profit-sharing bonus

Parental leave

Referral bonus

Wellness program

Job summary

Moneta is seeking an Associate Portfolio Manager in Clayton, MO to manage accounts in Eclipse, balance model portfolios, and trade daily. You will ensure cash balances align with goals and support Advisors and APMs with onboarding trades and analyses.

Responsibilities include monitoring $1.1B+ portfolios, conducting audits, and processing tax loss harvesting while maintaining strong communication with Partners and Advisors.

Qualifications

• Bachelor's degree in Business, Economics, Finance or related field.
• 3+ years of related work experience with investment platforms.
• Proficient in Microsoft Office.

Responsibilities

• Develop knowledge of investment strategies and model construction within CPM.
• Execute onboarding for portfolios and analyze data.
• Monitor portfolios totaling $1.1+ billion for cash needs and rebalancing.
• Provide guidance on onboarding trades, analyses, and portfolio management.
• Communicate with Partners and Advisors about trades and reports.
• Conduct regular audits for drift and improvements.
• Process tax loss harvesting opportunities.
• Manage withdrawals and change requests in workflows.
• Deliver ongoing guidance and technical support to advisors and APMs.

Job description

Moneta is seeking an Associate Portfolio Manager in Clayton, MO to manage accounts in Eclipse, balance model portfolios, and trade daily. You will ensure cash balances align with goals and support Advisors and APMs with onboarding trades and analyses.

Responsibilities include monitoring $1.1B+ portfolios, conducting audits, and processing tax loss harvesting while maintaining strong communication with Partners and Advisors.