Associate Portfolio Manager

As an Associate Portfolio Manager at Moneta, you will be responsible for the daily management of client accounts on our asset management platforms. This includes balancing accounts, executing daily trades, managing cash balances, and ensuring that model portfolios reflect their objectives. You'll also monitor portfolios for tax loss harvesting opportunities and communicate effectively with partners and advisors to discuss trades and analytics.

To be considered for the Associate Portfolio Manager role at Moneta, you will need a Bachelor’s degree in Business, Economics, Finance, or a related field, as well as a minimum of 3 years of experience working with investment platforms such as Bloomberg and Morningstar. Proficiency in Microsoft Excel and familiarity with trading systems like Addepar and Orion/Eclipse is strongly preferred.

The Associate Portfolio Manager position at Moneta is fully in-office, located in our St. Louis, Missouri offices. This ensures close collaboration with your team and allows for real-time communication and support, enhancing your experience and effectiveness in managing client portfolios.

In your role as an Associate Portfolio Manager at Moneta, you will utilize various investment management platforms, prominently including Eclipse and Addepar. You will also interact with trading systems such as Addepar, Orion/Eclipse, and utilize Bloomberg or Morningstar for market analysis and reporting.

Moneta is dedicated to the growth of our employees and offers extensive training and development opportunities for Associate Portfolio Managers. You will receive hands-on training with our investment platforms, as well as ongoing professional development workshops to enhance your financial analysis skills and industry knowledge.

When answering this question, be sure to highlight your past experiences, particularly how you've managed and balanced accounts in previous roles. Mention specific tools you've used, like Bloomberg or Addepar, and discuss strategies you employed for rebalancing and monitoring cash balances effectively.

Discuss the importance of identifying opportunities within portfolios where losses can be realized to offset gains. Explain your method for monitoring positions and the criteria you use to decide which assets to sell for tax optimization, and how you communicate these strategies to advisors.

Talk about your approach to regularly reviewing client goals and comparing them against model portfolios. Highlight any specific methodologies you use for monitoring performance and making adjustments based on goal alignment, ensuring you maintain open communication with clients throughout the process.

Detail your hands-on experience with platforms such as Addepar, Orion/Eclipse, or any others like Fidelity or Schwab. Provide examples of how you've used these tools in previous roles to manage accounts, analyze performance, or communicate insights to stakeholders.

Stress the importance of continuous learning and professional development. Discuss specific resources you utilize, such as industry news, webinars, or professional seminars, and how often you seek to update your knowledge. Emphasize how this practice informs your decision-making as an Associate Portfolio Manager.

Use the STAR method (Situation, Task, Action, Result) to effectively respond to this question. Describe a specific challenge, what your responsibilities were, the actions you took to address it, and the positive outcome that resulted from your efforts.

Discuss your organizational strategies for managing workload, such as prioritizing based on client needs or deadlines. Mention tools you use, like task management software or spreadsheets, and highlight the importance of communication with your team to ensure alignment on priorities.

Emphasize that active listening and clear, concise communication are essential. Discuss how you adapt your communication style to different audiences and the importance of building trust through transparency and follow-up.

Provide an example of a specific contribution you made to your team or organization. Highlight how your actions led to improved efficiency, better client outcomes, or enhanced team collaboration, underscoring your role as an Associate Portfolio Manager in those successes.

Demonstrate your understanding of the fiduciary responsibilities involved in portfolio management. Discuss how you ensure compliance with regulations, including the importance of transparency and adherence to the principles of ethical investing.