Investment Analyst

2 days ago

Denver CO United States Yodlee Inc Full time

Envestnet is seeking a passionate and talented Investment Analyst - Fixed Income Research to join our team. This is a hybrid role, with in-office work required 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, including mutual funds, separately managed account strategies and ETFs, to support Envestnet’s business.

Job Responsibilities:

  • Perform due diligence for assigned asset managers and their investment products, including mutual funds, separately managed account strategies and ETFs.
  • Conduct research to become an expert on assigned asset class(es), including knowledge and understanding of the major performance drivers at any given time, who the largest players in the space are, general asset class limitations, and changes or innovations occurring within the asset management community.
  • Active participation in manager meetings and phone/video conference interviews
  • Conduct data aggregation and quantitative analysis to provide insights and recommendations
  • Write various research reports and market commentaries and present investment recommendations to fellow team members
  • Conducting manager searches as needed
  • Keep up with investment themes and trends within assigned asset class(es)
  • Contribute to team projects and strategic business initiatives as assigned; may lead team projects as needed
  • Adherence to and application of 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
  • 1-3 years of asset manager research experience, preferably in fixed income
  • Ability to work effectively both independently and in a team environment
  • Excellent verbal and written communication skills
  • Proficiency with Microsoft Suite
  • 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 to $132,000.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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