Moneta Group

  • Investment Specialist

  • Job Summary

    Moneta seeks a finance-minded professional who is passionate about investment research. This Investment Specialist will work with one of the Partner teams to help oversee the cash flow and investments for high-priority clients. We desire someone extremely detail-oriented who will enjoy researching, evaluating and creating strategy around investment opportunities.

    Duties & Responsibilities

    • Research, evaluate and perform due diligence on investments and funds
    • Research private investment options
    • Present options to Partner Team 
    • Maintain complex client portfolios
    • Oversee all cash flows of account utilizing Excel
    • Help manage team investment operations under the supervision of Partners
    • Present quarterly investment-related presentations for review by Partners and Team
    • Proactively study events that impact market conditions and modify strategy appropriately with Partner approval
    • Develop an understanding of the investment industry, including securities, regulations and global market conditions
    • Execute special projects as needed
    • Reinforce the ‘Why’ and ‘How’ of Moneta in all your actions and interactions


    • B.S. in Accounting, Economics, Finance, Math or Engineering; GPA of 3.5 or higher preferred
    • Demonstrated mastery in Excel
    • Ability to learn and adapt quickly in a fast-paced environment
    • Bloomberg, Zephyr and/or Morningstar experience preferred
    • Excellent analytical and quantitative skills
    • Ability to multi-task and meet deadlines
    • Strong communication and interpersonal skills
    • Ability to obtain Series 65 within 6 months

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