Senior Equity Research Analyst at Monta

Clayton, Missouri, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree in Finance, Economics or related concentration
7-10 years investment industry experience
Chartered Financial Analyst (CFA) charter
Demonstrated in-depth understanding of equities, mutual funds, exchange traded funds, separately managed accounts, hedge funds, private markets, and brokerage/bank administration procedures
Bloomberg and Morningstar Direct experience strongly preferred
Proficient in Microsoft Office applications
Authorized to work in the United States

Responsibilities

Collaborates with the CIO and Head of Investment Strategy and Research to execute the strategic plan relating to manager research efforts and expand the offering to fulfill ever-changing needs of Moneta’s advisor teams and clients
Serves as a primary communicator to the firm as it pertains to public investments, including fund research, asset class research, education, and content production
Manages fellow research analysts and guides their efforts toward meeting end goals for clients, partner teams and/or EST in a timely and productive manner
Serves as a subject matter expert to support the Partner teams in their explanation, analysis, and/or responses to client questions and demands
Supports advisors and clients with complex investment portfolio questions, needs and scenarios to deliver more personalized, tax-efficient, and robust investment solutions
Proactively identifies, recommends and monitors the firm’s recommended public markets investment solutions according to Moneta's overarching investment philosophy and the Investment team’s research objectives
Collaborates with various other department heads within EST (Compliance, Custody, etc) to make informed decisions on the plan of execution of goals associated with the public manager research efforts
Contributes to efforts to develop and enhance the Investment Department’s workflow processes to achieve more scalability of solutions, meet clients’ evolving demands and enhance our product offering to advisor teams
Consistently provides regular internal content to keep advisors and clients informed on manager updates, commentary, and performance
Partners with senior staff to implement best practices in analysis, processes or technology that enhance service excellence and champions process innovations that elevate the overall experience for Partner teams and clients

Skills

Key technologies and capabilities for this role

Equity ResearchManager ResearchDue DiligenceInvestment StrategyPortfolio ManagementPublic Markets AnalysisFund ResearchAsset Class ResearchTeam Leadership

Questions & Answers

Common questions about this position

Is this position remote or on-site?

The position is on-site.

What are the key responsibilities of the Senior Equity Research Analyst?

The role involves leading public markets manager research, maintaining coverage of external managers, providing high-conviction ratings, collaborating with research teams, and partnering with senior leaders on due diligence and portfolio changes.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the company culture like at Moneta?

Moneta has an entrepreneurial business model with partner-led teams empowered to serve clients' best interests, emphasizing independence, long-term evolution, relationship-building, and exceptional client service.

What makes a strong candidate for this Senior Equity Research Analyst position?

A strong candidate should have expertise in public markets manager research, experience leading and managing research analysts, and the ability to collaborate with senior leaders and support client-focused investment solutions.

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.

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