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Type of Role: Investments

Experience Level: Analyst/Associate

Location: St. Louis, Missouri

Salary: $135K - $197K

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. Details below.

Job Description

This role is a unique opportunity to delve deep into the realms of private equity, private credit, real estate strategies, and alternative investments.  As a Private Market Associate on Moneta’s Private Market Team, you will be at the forefront of analyzing and delivering top-tier investment solutions, and play a crucial role in enhancing our client experience through meticulous research, due diligence, and strategic analysis.

As a Private Market Associate, you will be tasked with the identification, evaluation, and ongoing monitoring of investment opportunities.  You’ll have the chance to work collaboratively with other analysts and senior leadership, contributing to a wide array of projects spanning global capital markets.  Your role will involve a mix of quantitative and qualitative analyses, manager selection, and maintaining robust investment databases.  You’ll also be responsible for crafting insightful investment analyses, reports, and presentations tailored to our diverse client base and internal teams.

Curiosity, strategic thinking, and analytical skills will be instrumental in influencing our investment decisions and maintaining the high standards of our portfolios.  This position offers a fast-paced intellectually stimulating environment, where you will regularly engage with both internal teams and external clients, thereby playing a pivotal role in shaping our investment strategies and client portfolios.

Essential Responsibilities

  • Source, evaluate, and monitor private market investment opportunities globally
  • Conduct in-depth investment due diligence and document findings
  • Develop and manage relationships with private investment managers
  • Provide detailed investment analyses and presentations for existing and prospective clients
  • Design and recommend tailored investment mixes for existing and prospective clients
  • Maintain and update analytical data across various software platforms
  • Participate in and lead manager/fund sourcing and diligence meetings
  • Contribute to the development of investment themes and market analyses
  • Collaborate in team discussions, providing feedback and challenging colleagues’ work
  • Assist in the continuous improvement of investment processes and strategies

Qualifications

  • Bachelor’s Degree in Finance, Economics, Accounting or related field preferred
  • 3-5 years of relevant investment experience in private markets
  • Familiarity with a range of investment vehicles and strategies, with a particular focus in private equity
  • Proficiency in advanced Excel and other financial analysis tools
  • CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), and/or CAIA (Chartered Alternative Investment Analyst) (or progress towards) designation is desirable

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
  • Professional development reimbursement
  • Paid volunteer time off (VTO)
  • Employee referral incentive bonus program
  • Onsite wellness programs & rewards
  • Employee engagement activities

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.