Senior Investment Research Analyst

Moneta; Clayton (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

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.

Benefits

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

Employer paid disability insurance

401k Match

Discretionary annual profit-sharing bonus

Paid parental leave

Employee referral incentive bonus program

Onsite wellness programs

Qualifications

• 7-10 years investment industry experience required.
• Chartered Financial Analyst (CFA) charter is necessary.
• Demonstrated in-depth understanding of various investment vehicles.

Responsibilities

• Leads public markets manager research overseeing investment options.
• Guides fellow analysts and manages their efforts.
• Partners with senior staff to implement best practices in analysis.

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

Education

Bachelors degree in Finance, Economics, or related concentration

Tools

Bloomberg

Morningstar Direct

Microsoft Office

Job description

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.

• Collaborates with the CIO and Head of Investment Strategy and Research to execute the strategic plan relating to manager research efforts and expand the offering to fulfill ever-changing needs of Monetas advisor teams and clients.
• Serves as a primary communicator to the firm as it pertains to public investments including fund research asset class research education and content production.
• Manages fellow research analysts and guides their efforts toward meeting end goals for clients partner teams and / or EST in a timely and productive manner.
• Serve as a subject matter expert to support the Partner teams in their explanation analysis and / or responses to client questions and demands.
• Supports advisors and clients with complex investment portfolio questions needs and scenarios to deliver more personalized tax-efficient and robust investment solutions.
• Proactively identifies recommends and monitors the firms recommended public markets investment solutions according to Monetas overarching investment philosophy and the Investment teams research objectives.
• Collaborates with various other department heads within EST (Compliance Custody etc) to make informed decisions on the plan of execution of goals associated with the public manager research efforts.
• Contributes to efforts to develop and enhance the Investment Departments workflow processes to achieve more scalability of solutions meet clients evolving demands and enhance our product offering to advisor teams.
• Consistently provides regular internal content to keep advisors and clients informed on manager updates commentary and performance.
• Partners with senior staff to implement best practices in analysis processes or technology that enhance service excellence and champions process innovations that elevate the overall experience for Partner teams and clients.

Qualifications : Qualifications

• Bachelors degree in Finance Economics or related concentration required
• 7-10 years investment industry experience required
• Chartered Financial Analyst (CFA) charter
• Demonstrated in-depth understanding of mutual funds exchange traded funds separately managed accounts hedge funds private markets and brokerage / bank administration procedures
• Bloomberg and Morningstar Direct experience strongly preferred
• Proficient in Microsoft Office applications.
• 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
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

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

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