Investment Analyst at Monta

Clayton, Missouri, United States

Apply Now

Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree in Finance, Economics, or a related field
0–3 years of relevant experience in investment analysis or financial services
FINRA Series 65 license required
CFA designation or active progress towards achieving the CFA designation required
Proficient in Microsoft Office applications, particularly Microsoft Excel, PowerPoint, and PowerBI
Familiarity with Morningstar Direct and Bloomberg Terminal is a plus
Authorized to work in the United States

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

Skills

Key technologies and capabilities for this role

Morningstar DirectBloombergExcelfinancial modelinginvestment researchportfolio analysisdue diligencemacroeconomic analysis

Questions & Answers

Common questions about this position

Is this position remote or on-site?

This is an on-site position.

What benefits does Moneta offer?

Moneta offers paid holidays, paid time off (PTO), employer cost-shared medical and dental insurance, employer paid short-term disability, long-term disability, AD&D insurance, basic life insurance, and a 401k match of 50% of employee contributions.

What qualifications and skills are required for the Investment Analyst role?

Candidates need a Bachelor’s degree in Finance, Economics, or related field, 0–3 years of relevant experience, FINRA Series 65 license, CFA designation or progress toward it, and proficiency in Microsoft Office (Excel, PowerPoint, PowerBI), with Morningstar Direct and Bloomberg as a plus.

What is the salary for this position?

This information is not specified in the job description.

What makes a strong candidate for this Investment Analyst role?

Ideal candidates are recent graduates or early-career professionals with a Bachelor’s in finance or economics, relevant experience or licenses like Series 65 and CFA progress, and proficiency in tools like Excel, PowerPoint, PowerBI, Morningstar Direct, and Bloomberg.

Monta

Manages electric vehicle charging stations

About Monta

Monta operates in the electric vehicle (EV) charging sector, providing a solution for managing EV charging stations. The company offers a Charge Point Management System (CPMS) that simplifies the installation, management, and operation of charging points for various clients, including workplaces, commercial businesses, and municipalities. This system allows clients to control access to their charging stations, manage energy usage, collect charging data, and provide multiple payment options. Monta's software-only approach gives it flexibility to meet diverse client needs without requiring different systems. This focus on business-to-business sales and its success in winning tenders distinguishes Monta from its competitors. The company's goal is to support the growth of the EV market by offering comprehensive and efficient management solutions for charging stations.

Copenhagen, DenmarkHeadquarters

2020Year Founded

$139.1MTotal Funding

SERIES_BCompany Stage

Automotive & Transportation, EnergyIndustries

201-500Employees

Risks

Increased competition in the U.S. market could hinder Monta's expansion efforts.

Potential regulatory changes in the U.S. may impact Monta's operations.

Reliance on partnerships poses risks if they do not yield expected results.

Differentiation

Monta offers a comprehensive software-only solution for managing EV charging stations.

The company focuses on B2B sales, targeting fleets, workplaces, and municipalities.

Monta's Charge Point Management System provides exclusive energy management features.

Upsides

Monta's expansion into the U.S. market opens new growth opportunities.

The partnership with Tesla enhances Monta's home charging solutions for corporate fleets.

Rising demand for workplace EV charging solutions supports Monta's business model.

Land your dream remote job 3x faster with AI

Try Jobo Free