The Senior Investment Research Analyst is a seasoned member of the research effort who contributes to the oversight and monitoring of the public markets manager research efforts at Moneta. Their multi-market cycle experience and multi-asset class background provides key insights and guidance for the public manager research responsibilities. The role maintains dedicated coverage of outside investment managers and strategies within his/her asset class, providing high-conviction ratings on strategies which are expected to beat benchmark and peers. Supporting the Director of Public Manager Research, the role will provide guidance and oversight to research analysts in the Investment Department to maximize their output, encourage collaboration and idea-sharing, and ensure that fund recommendations align with the overall philosophy and needs of the Investment Department and Moneta clients. Additionally, the Senior Investment Research Analyst will work closely with the senior leaders in the Investment Department to support and collaborate on the implementation of manager research projects and participate in manager due diligence internal governance. This collaboration aims to enhance the effectiveness of the research efforts and ensure that the investment strategies are well-aligned with the firm's goals and meet the variety of needs for client portfolios.
Responsibilities
- Collaborates with the Director of Public Manager Research to execute the strategic plan relating to manager research efforts and expand the offering to fulfill everchanging needs of Moneta’s advisor teams and clients.
- Serves as a key communicator to the firm as it pertains to public investments, including fund research, asset class research, education, and content production.
- Assists/coaches/mentors 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.
- Proactively identifies, recommends and monitors his/her specific recommended public markets manager coverage according to Moneta's overarching investment philosophy and the Investment team’s research objectives.
- Contributes to efforts to develop and enhance the Investment Department’s workflow processes to achieve more scalability of solutions, meet clients’ evolving demands and enhance our product offering to advisor teams.
- Provides regular internal content to keep advisors and clients informed on manager updates, commentary, and performance.
- Partners with senior EST 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
- Bachelor’s degree in Finance, Economics or related concentration required
- Master’s degree, MBA, or CFA is preferred
- Broad and deep understanding of mutual funds, exchange traded funds, separately managed accounts, and brokerage/bank administration procedures
- 7-10 years investment industry experience required
- Strong knowledge of the investing world and passion for markets
- Bloomberg and Morningstar Direct experience strongly preferred
- Proficient in Microsoft Office suite of tools, such as Outlook, Work, PowerPoint, and Excel, is required
- Excellent analytical and quantitative skills
- Ability to multi-task and meet deadlines
- Excellent oral and written communication skills are essential
- Experience presenting complex concepts and materials to a broad range of sophistication levels
- Comfortable working independently in a fast-paced environment
- Experience using AI tools to improve research efficiency
Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.
Skills Required
- Bachelor's degree in Finance, Economics, or a related concentration
- 7–10 years of investment industry experience
- Broad and deep understanding of mutual funds, exchange-traded funds, separately managed accounts, and brokerage or bank administration procedures
- Strong knowledge of investing and financial markets
- Proficiency with Microsoft Office, including Outlook, Word, PowerPoint, and Excel
- Excellent analytical and quantitative skills
- Ability to multitask and meet deadlines
- Excellent oral and written communication skills
- Experience presenting complex concepts to audiences with varying levels of sophistication
- Ability to work independently in a fast-paced environment
- Master's degree, MBA, or CFA
- Experience with Bloomberg and Morningstar Direct
- Experience using AI tools to improve research efficiency
What We Do
Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer. At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them to navigate life’s path and protect what they cherish. We foster a culture of excellence and continuous growth, providing opportunities for you to develop your career while helping individuals, families, and institutions achieve their financial goals through highly personalized services leveraging cutting-edge technology and deep industry expertise. At Moneta, you will seek to understand, discover possibilities, and take action to deliver an exceptional experience. Our approach focuses on building long-term relationships with clients so we can design and execute custom solutions tailored to their unique needs and aligned with their personal aspirations.
