Investment Analyst - Multi-Asset Research

Description

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 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

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 $86,000 to $115,000.

Envestnet is an Equal Opportunity Employer.