Moneta seeks an Associate Portfolio Manager to join our Enterprise Services Team.  Working closely with the entire Investments team, this Associate Portfolio Manager is responsible for the daily management and maintenance of accounts in our asset management platforms.  Involved in every aspect of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing appropriate cash balances, and assuring model portfolios remain balanced with their goals and objectives. Essential ResponsibilitiesDevelop a strong understanding of the firm’s investment strategy and the models we support under Centralized Portfolio Management (CPM)Monitor a dedicated number of portfolios for cash needs, rebalancing, and non-model positionsProcess tax loss harvest opportunities within dedicated portfoliosRun regular audits to monitor portfolios for high cash balances as well as to identify portfolio improvement opportunitiesEffectively communicate with Partners and Advisors to explain trades, reports, and analyticsResponsible for implementing portfolios with appropriate asset allocation based on predetermined modelsResponsible for processing withdraw request and change request from our proprietary workflow systemResponsible for reporting needs on managed accounts enrolled to CPMProvide guidance and support to advisors on existing portfolios under management
