Investment Analyst - Fixed Income Research

Envestnet is seeking an Investment Analyst - Fixed Income Research to join our Wealth Solutions department. This is a hybrid role, with in-office work required at our Denver, CO office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

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
  
• 2-5 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
  

Envestnet: 

• Be a member of an innovative and industry leading financial technology and solutions 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
    

Salary:

The annual base salary range for this position is $88,000 to $132,000. 

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