Associate Portfolio Manager - St Louis - Moneta Corporation

    Moneta Corporation
    Moneta Corporation St Louis

    4 days ago

    Description

    Associate Portfolio Manager

    MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

    We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

    Job Description

    Moneta seeks an Associate Portfolio Manager to join our Enterprise Services Team. Working closely with the entire Investments team, this Associate Portfolio Manager is responsible for the daily management and maintenance of accounts in our asset management platforms. Involved in every aspect of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing appropriate cash balances, and assuring model portfolios remain balanced with their goals and objectives.

    Essential Responsibilities

    • Develop a strong understanding of the firm's investment strategy and the models we support under Centralized Portfolio Management (CPM)
    • Monitor a dedicated number of portfolios for cash needs, rebalancing, and non-model positions
    • Process tax loss harvest opportunities within dedicated portfolios
    • Run regular audits to monitor portfolios for high cash balances as well as to identify portfolio improvement opportunities
    • Effectively communicate with Partners and Advisors to explain trades, reports, and analytics
    • Responsible for implementing portfolios with appropriate asset allocation based on predetermined models
    • Responsible for processing withdraw request and change request from our proprietary workflow system
    • Responsible for reporting needs on managed accounts enrolled to CPM
    • Provide guidance and support to advisors on existing portfolios under management

    Qualifications

    • Bachelor's degree required, preferably in Business, Economics, Finance, or other related topic
    • 3+ years' experience working with Bloomberg, Morningstar, Schwab/TD Ameritrade, or Fidelity platforms
    • Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred
    • Advanced proficiency in Microsoft Excel
    • This role is fully in office, located in our St. Louis, Missouri offices

    Additional Information

    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.


  • Work in company

    Portfolio Manager

    Only for registered members

    BJC is seeking a Portfolio Manager - Technology with experience in the telecommunications field. · The role involves managing day-to-day business operations in IT and requires strong organizational skills. · ...

    St. Louis

    3 weeks ago

  • Work in company

    Portfolio Manager

    Only for registered members

    Job summary · This role will be focused on post-close project finance fundings, · and asset management across a portfolio of renewable energy investments. · ...

    St. Louis

    1 month ago

  • Work in company

    Portfolio Manager

    Only for registered members

    BJC is hiring for a Portfolio Manager - Technology. · This is a hybrid position. We are looking for candidates with Product Manager experience. · ...

    St. Louis

    1 month ago

  • Work in company

    Manager, Portfolio Management

    Only for registered members

    Manage a team of Portfolio Managers, Portfolio Management Associates and Investment Assistants. · ...

    St. Louis $176,500 - $239,500 (USD)

    1 month ago

  • Work in company

    Senior Portfolio Manager

    Only for registered members

    This is a multi-faceted opportunity to collaborate with a focused, exceptionally skilled portfolio management team operating at the highest level of investment excellence. · ...

    St. Louis

    3 weeks ago

  • Work in company

    Investment Portfolio Manager

    Only for registered members

    At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. · ...

    St. Louis $150,824 - $216,040 (USD) Full time

    1 month ago

  • Work in company

    Investment Portfolio Manager

    Only for registered members

    The Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. · Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager · Works with clients and multiple partners to development investment objectiv ...

    St. Louis $150,824 - $216,040 (USD)

    1 month ago

  • Work in company

    Associate Portfolio Manager

    Only for registered members

    We are seeking an Associate Portfolio Manager to join our Enterprise Services Team.Moneta seeks an · Associate Portfolio Manager · to join our Enterprise Services Team. · ...

    St Louis, MO

    1 month ago

  • Work in company

    Senior Portfolio Manager

    Only for registered members

    We are seeking a seasoned portfolio manager with demonstrated track record of successfully guiding complex investment strategies and overseeing diverse suite of model portfolios. · ...

    St Louis, MO

    3 weeks ago

  • Work in company

    Associate Portfolio Manager

    Only for registered members

    Overview · Central Trust Company provides world class "fee-only" wealth management solutions, including investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client se ...

    St. Louis

    6 days ago

  • Work in company

    Senior Portfolio Manager

    Only for registered members

    Wealth and Investment Management is seeking a Senior Portfolio Manager to collaborate with a focused portfolio management team operating at the highest level of investment excellence. · The ideal candidate will bring deep expertise in portfolio construction—someone ready to lead ...

    St. Louis Full time

    3 weeks ago

  • Work in company

    Portfolio Manager- Trust

    Only for registered members

    We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join our team. · This includes consulting with financial advisors, clients and other professionals to review and assess the needs of the client. · ...

    St. Louis $101,700 - $173,200 (USD)

    3 weeks ago

  • Work in company

    Product Portfolio Manager

    Only for registered members

    We are seeking a proactive Product Portfolio Manager for industrial equipment to join our Marketing team. · This role will develop and execute product strategies, · oversee in-market performance, · and support commercial success by focusing on product positioning, · go-to-market ...

    St. Louis

    3 weeks ago

  • Work in company

    VP, Portfolio Management

    Only for registered members

    The Vice President of Portfolio Management will be responsible for providing leadership and management of assigned McCormack Baron Management Regional Directors that will directly determine the day-to-day operations of our national multifamily portfolio. · Responsibilities inclu ...

    St. Louis, MO

    1 month ago

  • Work in company

    Senior Portfolio Manager

    Only for registered members

    Wells Fargo is seeking a Senior Portfolio Manager in Wealth and Investment Management. · ...

    St. Louis, MO

    3 weeks ago

  • Work in company

    Senior Portfolio Manager- Trust

    Only for registered members

    Your passion. Our purpose. This could be powerful. · Maybe the markets keep you up at night. Trusts are your forte. · ...

    St. Louis $120,000 - $204,300 (USD)

    1 month ago

  • Work in company

    Treasury Portfolio Manager I

    Only for registered members

    The Treasury Portfolio Manager I manages a defined Treasury Management portfolio of low to medium complexity. · ...

    St. Louis Full time

    1 month ago

  • Work in company

    Sr. Portfolio Administration Manager

    Only for registered members

    The manager is responsible for overseeing the day-to-day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadership.Manage or provide account oversight for Portfolio Administration for a mul ...

    St. Louis $76,500 - $90,000 (USD)

    4 weeks ago

  • Work in company

    Senior Project Manager, Portfolio

    Only for registered members

    Leads complex and large-scale projects across the project lifecycle to ensure delivery that is on time, in budget and within scope. · LSEG offers a range of tailored benefits and support. · ...

    St. Louis, MO

    1 week ago

  • Work in company

    Senior Portfolio Manager- Trust

    Only for registered members

    We are seeking a highly skilled individual to serve as a Senior Portfolio Manager to join our team.The duties include consulting with financial advisors, clients and other professionals to review and assess the needs of the client. · The portfolio manager will then identify an as ...

    St. Louis $120,000 - $204,300 (USD)

    1 month ago

  • Work in company

    Senior Project Manager, Portfolio

    Only for registered members

    Leads complex and large-scale AI projects across the project lifecycle. · Identifies and manages project dependencies. · Manages sales enablement workstreams. · ...

    St. Louis $110,900 - $184,800 (USD)

    1 week ago

Jobs
>
Associate portfolio manager
>
Jobs for Associate portfolio manager in St. Louis