MONECO Advisors is a holistic financial services firm based in Fairfield and New Canaan, CT offering a wide range of financial planning solutions. The firm takes a modern approach to the finance industry and its success is rooted in its strong culture. MONECO is looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept.
The Portfolio Manager will be responsible for directing all aspects of our firm’s investment programs to help our clients protect, preserve, and grow their wealth. The position will implement the firm’s investment strategies using sleeves and models for advisor portfolio construction and foster investment knowledge among teammates. This role needs to have excellent written and verbal communication skills with high attention to detail and commitment to personal excellence.
This position has four primary areas of responsibility:
This is a unique opportunity to be creative, solve problems and grow the reach of the firm’s investment related platform. The Portfolio Manager role is a full-time salaried position with competitive benefits and a performance-based bonus. Do not miss your chance to be a part of one of the fastest growing independent firms in Connecticut!