Investment Analyst

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

• Bachelor’s degree in Finance, Economics, or a related field.
• 0–3 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 required.Proficient 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

Benefits

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.**