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Investment Analyst
Investment AnalystMoneta • Clayton, Ohio, USA
Investment Analyst

Investment Analyst

Moneta • Clayton, Ohio, USA
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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

    Key Skills

    Close Protection,Accounting And Auditing,C#,Agriculture,Civil Project Management,Import & Export

    Experience : years

    Vacancy : 1

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    Investment Analyst • Clayton, Ohio, USA

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