Portfolio Management Specialist — Eclipse Platform
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-07-10
Listing for:
Moneta
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Moneta is seeking an Associate Portfolio Manager in Clayton, MO to manage accounts in Eclipse, balance model portfolios, and trade daily. You will ensure cash balances align with goals and support Advisors and APMs with onboarding trades and analyses.
Responsibilities include monitoring $1.1B+ portfolios, conducting audits, and processing tax loss harvesting while maintaining strong communication with Partners and Advisors.
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