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Wealth Management Internship - Investments

Moneta

Wealth Management Internship - Investments

National
Internship
Paid
  • Responsibilities

    Job Description

    Moneta Group offers a unique internship opportunity for those looking to build a career on an Investments team in the summer internship program. This role offers unique exposure to a wide array of asset classes, executing on processes that require a keen sense of detail, prioritization, and a thorough understanding of concepts ranging from investment performance analysis, alternative investment administration and manager due diligence, traditional asset class manager due diligence, and manager/market research. This is an excellent opportunity for someone eager to contribute to Moneta’s Investment Research and Operational endeavors.

    DUTIES & RESPONSIBILITIES

    • Assist the Investments Team in its full vertical, from operations to research.
    • Provide timely, relevant investment reporting in a well-illustrated format to interested parties.
    • Assist with ad hoc investment related projects and work with internal / external parties whenever necessary to execute efficiently.
    • Contribute towards new and ongoing process and systems implementation.
    • Maintain investment data in multiple portfolio management software in an efficient manner.
    • Audit investment performance data for accuracy and completeness.
    • Assist with preparing due diligence collateral, researching fund managers and relevant legal documentation.
    • Participate in ad hoc projects for Advisor Teams and other EST departments.
  • Qualifications

    Qualifications

    • Pursuing a Bachelor’s Degree in Economics, Accounting, or related field
    • 0-2 years of relevant experience
    • Evidence of strong communication and problem-solving skills
    • Proficient in Microsoft Excel
    • Familiarity with different asset classes and accounting/performance concepts
    • Team player mentality and interest working in a fast-paced environment
    • Emphasis on continuous improvement
    • Eagerness to learn and ok with being wrong
    • Commitment to ‘Raving Fan’ service
    • Professional attitude, demeanor, and appearance

    Additional Information

    VALUE OF BEING A MONETA EMPLOYEE

    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.