Envestnet is seeking a passionate and talented Investment Analyst – Multi-Asset Research to join our team. This is a hybrid role, with in-office work expected at our Denver, CO office location.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Investment Analyst conducts qualitative and quantitative due diligence on asset management firms and their investment products focused on unique multi-asset portfolio solutions comprised of exchange traded funds, mutual funds, and separately managed accounts.
Job Responsibilities:
- Perform due diligence on assigned list of third-party strategist managers and their respective investment products, including knowledge and understanding of the major drivers of risk and return at any given time.
- Lead manager meetings and phone/video conference interviews.
- Run data aggregation and quantitative analysis to provide insights and recommendations to key clients
- Author research reports and market commentaries. Formulate and present investment recommendations to peers and clients
- Conduct manager searches as needed
- Keep up with investment themes and trends across model portfolios industry
- Contribute to team projects and strategic business initiatives as assigned; may lead team projects as needed
- Adhere to and apply Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications:
- Bachelor’s degree in finance, economics, business administration or a related field
- 2-5 years of asset manager research experience, preferably in multi-asset research with strong understanding of capital market assumptions and asset allocation techniques.
- Ability to work effectively both independently and in a team environment
- Excellent verbal and written communication skills
- Proficiency with Microsoft Suite and Morningstar Direct or comparable analytical tool
- Strong analytical, critical thinking, and organizational skills
- Self-motivated and passionate about investing and financial markets
Preferred Qualifications:
- Progress towards CFA charter preferred
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
- Be a member of a leading financial services and products innovation company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
- Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Salary:
The annual base salary range for this position is $88,000-132,000.
Envestnet is an Equal Opportunity Employer.
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