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A leading investment advisory firm, Moneta, is seeking a Senior Investment Research Analyst to guide public markets manager research. In this role, you will collaborate with senior investment leaders to ensure top-tier strategies are selected, manage a team of analysts, and support client needs with personalized investment solutions. A bachelor's degree in finance and a CFA charter are required, along with significant investment industry experience. Moneta offers a comprehensive benefits package, including health insurance, paid time off, and profit-sharing bonuses.
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 Monetas Recommended List. The analyst guides and collaborates with research team members to align fund recommendations with Monetas 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.
Qualifications : Qualifications
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 :
Moneta is a fiduciary fee-onlyRegistered 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.
Remote Work : Employment Type :
Full-time
Key Skills
Wealth Management,Cash Flow Analysis,Investment Experience,Asset Management,Analysis Skills,Securities Law,Equity Research,Investment Management,Private equity,Process Management,Financial Modeling,Bloomberg
Experience : years
Vacancy : 1