Associate Fixed Income Analyst

<p><strong>Job Summary</strong></p> <br><p>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 counterparties to ensure seamless fixed income operations and client service delivery.</p> <br><p><strong> </strong><strong>Essential Responsibilities:</strong></p> <br><ul> <br> <li>Source fixed income investment opportunities through broker/dealer relationships and execute trades in alignment with client mandates and prevailing market conditions.</li> <br> <li>Coordinate with internal teams, third-party service providers, and counterparties to oversee the complete lifecycle of fixed income trading operations from execution through settlement.</li> <br> <li>Assist in managing fixed income accounts by analyzing portfolios, recommending trades, and supporting investment decision-making processes.</li> <br> <li>Review and support reconciliation processes with third-party partners, ensuring accuracy between internal systems, custodians, prime brokers, and trading platforms.</li> <br> <li>Serve as primary liaison with third-party technology, data, and service providers related to fixed income operations and infrastructure.</li> <br> <li>Prepare comprehensive portfolio and manager-level reports, analyzing portfolio results including holdings, performance, risk exposures, and attribution analysis.</li> <br> <li>Provide backup support to Senior Portfolio Manager, ensuring continuity of operations and client service during absences or high-volume periods.</li> <br> <li>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.</li> <br></ul> <br><p><strong>Qualifications</strong></p> <br><ul> <br> <li>Bachelor's degree in Accounting, Finance or a related field</li> <br> <li>3+ years related work experience, preferably with an asset manager, trading desk or RIA</li> <br> <li>Series 65 licensure required within 6 months of hire, if not already held</li> <br> <li>Experience with Bloomberg, Morningstar, Orion and Eclipse strongly preferred.</li> <br> <li>Familiar in dealing with custodians Schwab, Fidelity helpful</li> <br></ul> <br><ul> <br> <li>Proficient in Microsoft Office applications.</li> <br> <li>Must be authorized to work in the United States</li> <br></ul> <br><p><strong>Additional Information</strong></p> <br><p>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:</p> <br><ul> <br> <li>Paid holidays</li> <br> <li>Paid time off (PTO)</li> <br> <li>Employer cost-shared medical and dental insurance</li> <br> <li>Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance</li> <br> <li>401k Match – 50% of employee contributions up to 6% of compensation</li> <br> <li>Discretionary annual profit-sharing bonus</li> <br> <li>Paid parental leave</li> <br> <li>Professional development reimbursement</li> <br> <li>Paid volunteer time off (VTO)</li> <br> <li>Employee referral incentive bonus program</li> <br> <li>Onsite wellness programs & rewards</li> <br> <li>Employee engagement activities</li> <br></ul> <br><p><strong>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. </strong></p>

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