Job Description

We are seeking a highly motivated Investment Analyst to join the Finerty Team. This role is ideal for a recent graduate or early-career professional with a strong foundation in finance or economics and a desire to grow within a dynamic investment environment.

Essential Responsibilities

• Conduct investment research and analysis to support client portfolio decisions.
• Prepare reports presentations and performance summaries using Morningstar Direct Bloomberg and Excel.
• Collaborate with senior team members to evaluate investment opportunities and monitor market trends.
• Maintain and update financial models tracking systems and investment documentation.
• Assist with client portfolio reviews and proposals.
• Perform due diligence on investment products and third-party managers.
• Monitor macroeconomic indicators and assess their impact on investment strategy.
• Draft internal memos and summaries for investment committee discussions.
• Coordinate with compliance and operations teams to ensure data accuracy and reporting integrity.
• Draft and execute trades and banking transactions

Qualifications :

• Bachelors degree in Finance Economics or a related field.
• 03 years of relevant experience in investment analysis or financial services.
• The FINRA Series 65 license will be required
• A CFA designation or active progress towards achieving the CFA designation is in Microsoft Office applications particularly Microsoft Excel PowerPoint and PowerBI. Familiarity with Morningstar Direct and Bloomberg Terminal is a plus.
• Must be authorized to work in the United States.

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. 

Remote Work :

No

Employment Type :

Full-time

Job Tags

Similar Jobs