Fixed Income Trading & Portfolio Analyst

This role is responsible for sourcing investment opportunities, executing trades, and managing the complete lifecycle of fixed income operations in alignment with client mandates. The position combines hands‑on trading responsibilities with portfolio analysis, reporting, and vendor relationship management while supporting senior management and strategic business development initiatives. The role requires coordination across internal teams, third‑party providers, and counter parties to ensure seamless fixed income operations and client service delivery.

• Source fixed income investment opportunities through broker/dealer relationships and execute trades in alignment with client mandates and prevailing market conditions.
• Coordinate with internal teams, third‑party service providers, and counter parties to oversee the complete lifecycle of fixed income trading operations from execution through settlement.
• Assist in managing fixed income accounts by analyzing portfolios, recommending trades, and supporting investment decision‑making processes.
• Review and support reconciliation processes with third‑party partners, ensuring accuracy between internal systems, custodians, prime brokers, and trading platforms.
• Serve as primary liaison with third‑party technology, data, and service providers related to fixed income operations and infrastructure.
• Prepare comprehensive portfolio and manager‑level reports, analyzing portfolio results including holdings, performance, risk exposures, and attribution analysis.
• Provide backup support to Senior Portfolio Manager, ensuring continuity of operations and client service during absences or high‑volume periods.
• Support strategic initiatives for equity and fixed income business line development and integration, including gathering requirements, preparing documentation, and implementing new procedures, workflows, and controls.

• Bachelor's degree in Accounting, Finance or a related field
• 3+ years related work experience, preferably with an asset manager, trading desk or RIA
• Series 65 licensure required within 6 months of hire, if not already held
• Experience with Bloomberg, Morningstar, Orion and Eclipse strongly preferred.
• Familiar in dealing with custodians Schwab, Fidelity helpful
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well‑being 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
• Employee referral incentive bonus program
• Onsite wellness programs & rewards

Moneta is a fiduciary fee‑only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.