Portfolio Operations Associate - Eclipse Platform

Moneta; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid holidays

PTO

Medical and dental insurance

Short-term disability

Long-term disability

401k match

Profit-sharing bonus

Parental leave

Wellness programs

Job summary

Moneta is seeking an Associate Portfolio Manager to join the Investments team in St. Louis. In this role you will manage day-to-day accounts in Eclipse, balance model portfolios, and execute trades to align with goals and objectives.

You will onboard portfolios, monitor $1.1+ billion in assets, provide guidance to Advisors and PMs, and communicate insights across partners. A strong background in portfolio systems and MS Office is essential.

Qualifications

• Bachelor's degree required.
• 3+ years of related work experience, including work with Bloomberg, Morningstar, Schwab/TDAmeritrade, or Fidelity platforms.
• Experience with Orion/Eclipse preferred.
• Proficient in Microsoft Office applications.

Responsibilities

• Develop comprehensive knowledge of all investment strategies and models under Centralized Portfolio Management (CPM), including model construction and year-round change processing.
• Execute complete onboarding process for portfolios at all levels, collaborating with Partner Teams to enter and analyze investment portfolio proposal data
• Monitor dedicated portfolios totaling $1.1+ billion for cash needs, rebalancing requirements, and non-model positions
• Provide guidance to Advisors and Associate Portfolio Managers on onboarding trades, trade analyses, and existing portfolio management
• Effectively communicate with Partners and Advisors to explain trades, reports, and analytics across all portfolio activities
• Conduct regular portfolio audits to monitor for drift and identify improvement opportunities
• Process tax loss harvesting opportunities within assigned portfolio responsibilities
• Workflow Management: Process withdrawal requests and change requests through proprietary workflow systems
• Deliver ongoing guidance and technical support to advisors and APMs on all aspects of portfolio management

Education

Bachelor's degree

Tools

Bloomberg

Morningstar

Schwab/TDAmeritrade

Fidelity

Orion/Eclipse

Microsoft Office

Job description

Moneta is seeking an Associate Portfolio Manager to join the Investments team in St. Louis. In this role you will manage day-to-day accounts in Eclipse, balance model portfolios, and execute trades to align with goals and objectives.

You will onboard portfolios, monitor $1.1+ billion in assets, provide guidance to Advisors and PMs, and communicate insights across partners. A strong background in portfolio systems and MS Office is essential.