Investment Solutions Analyst

1 Month ago • 2 Years + • $84,000 PA - $126,000 PA

Job Summary

Job Description

Envestnet is seeking an Investment Solutions Analyst for their Wealth Solutions department in Denver, CO. This hybrid role involves supporting sales and distribution teams by providing actionable insights and strategies for managed accounts, tax overlay, and high net worth solutions. The analyst will evaluate data, identify trends, and create compelling content like reports and presentations. Key responsibilities include collaborating with teams, problem-solving complex challenges, synthesizing macro-economic research, and adapting to market dynamics. The role requires strong analytical skills, proficiency in data analysis tools, and excellent communication abilities to transform complex data into clear, actionable insights for various audiences.
Must have:
  • Bachelor's degree in Business, Economics, Marketing, Statistics, or related field.
  • 2 years minimum experience in market research, investment data analysis, or content development.
  • Strong analytical skills with proficiency in tools like Excel, Morningstar, Bloomberg, Tableau, or Power BI.
  • Excellent written and verbal communication skills.
  • Ability to distill complex data into actionable insights.
  • Highly organized with attention to detail.
Good to have:
  • Experience with coding (SQL, Python).
  • Experience with content creation tools (Canva, Adobe Suite).
Perks:
  • 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

Job Details

Envestnet is seeking a Investment Solutions Analyst 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: 

We are seeking a detail-oriented and analytical Investment Solutions Analyst to join our team, with a focus on supporting investment products, market strategy, and sales initiatives. The analyst will also play a key role in transforming insights into compelling and digestible content and deliverables, including reports, presentations, and other materials in support of Envestnet’s Wealth Solution’s business lines. If you thrive in a fast-paced environment and have a knack for turning data into actionable stories, we’d love to hear from you!

Job Responsibilities:

  • Support sales and distribution teams within Envestnet’s Wealth Solutions business by delivering actionable insights and strategies to drive business objectives
  • Leverage strong analytical skills to evaluate data, identify trends, and inform decision-making across managed accounts, tax overlay, and high net worth solutions
  • Collaborate cross-functionally to align sales, distribution, and product initiatives with the specific needs of the RIA channel, ensuring seamless delivery of Wealth Solutions offerings
  • Proactively problem-solve complex challenges, connecting disparate elements of the Wealth Solutions business to create cohesive content that supports managed accounts and tax overlay offerings
  • Exhibit a passion for and deep understanding of financial markets and macro-economic trends, providing timely updates and actionable market insights to sales and distribution teams, with a focus on high net worth teams
  • Synthesize complex macro-economic research and financial market developments into clear, concise communications tailored for RIA advisors and high net worth clients
  • Thrive in a fast-paced environment, adapting to evolving priorities and market dynamics within Envestnet’s Wealth Solutions business unites
  • Assist in creating high-quality output, including written reports, visualizations, slide decks, and other content tailored to internal and external audiences
  • Collect, clean, and analyze quantitative and qualitative market data to identify patterns, opportunities, and risks. Coordinate with team members to automate presentation decks and reports    
  • 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 Business, Economics, Marketing, Statistics, or related field (or equivalent experience).
  • 2 years minimum experience preferred in market research, investment data analysis, content development, or a related role.
  • Strong analytical skills with proficiency in tools such as Excel, Morningstar, Bloomberg, Tableau, Power BI, or similar.
  • Excellent written and verbal communication skills, with experience creating polished content (e.g., reports, presentations).
  • Ability to distill complex data into clear, actionable insights for diverse audiences.
  • Highly organized with strong attention to detail and the ability to manage multiple priorities.
  • Experience with coding (e.g., SQL, Python) or content creation tools (e.g., Canva, Adobe Suite) is a plus.

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 $84,000 to $126,000. 

Similar Jobs

Atari - FP&A Analyst

Atari

India (On-Site)
1 Month ago
undefined - Senior Regulatory Counsel

Amsterdam, North Holland, Netherlands (On-Site)
8 Months ago
ISG - Instructional Systems Designer Consultant

ISG

United States (Remote)
1 Month ago
Activision - Director, QA

Activision

Shakopee, Minnesota, United States (On-Site)
2 Months ago
reversing labs  - Principal Infrastructure & Cloud Optimization Engineer

reversing labs

Zagreb, Grad Zagreb, Croatia (Hybrid)
2 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Jellyfish - Senior Manager, Direct Buys

Jellyfish

Cape Town, Western Cape, South Africa (Hybrid)
1 Month ago
Gala games - Engineering Tech Lead

Gala games

Pakistan (On-Site)
4 Months ago
Tesla - Sales Advisor

Tesla

Długołęka, Lower Silesian Voivodeship, Poland (On-Site)
4 Months ago
luxsoft - Technical Lead / Senior Data Engineer

luxsoft

Serbia (Remote)
1 Week ago
Zynga - Director of Product

Zynga

Austin, Texas, United States (On-Site)
2 Months ago
Tesla - EMEA Financial Controller - Nordics

Tesla

Køge, Denmark (On-Site)
4 Months ago
Kokotree - Character and Background Designers

Kokotree

Wilmington, North Carolina, United States (On-Site)
7 Months ago
Aspire - Vice President of Strategic Finance

Aspire

Singapore, Singapore (Hybrid)
2 Weeks ago
Riot Games - Senior Manager, Game Production

Riot Games

Shanghai, Shanghai, China (On-Site)
2 Months ago
Remedy Entertainment Plc - Senior/Lead Build Engineer

Remedy Entertainment Plc

Helsinki, Uusimaa, Finland (Hybrid)
4 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Denver, Colorado, United States

Rippling - Frontend Software Engineer Intern - Winter 2026

Rippling

New York, United States (On-Site)
2 Months ago
GameChanger - Staff iOS Software Engineer, Gameday

GameChanger

United States (Remote)
3 Months ago
Absurd Ventures - Senior Animator

Absurd Ventures

Santa Monica, California, United States (On-Site)
1 Month ago
Unbroken Studios - Delivery Driver - Part-Time

Unbroken Studios

Mount Washington, Kentucky, United States (On-Site)
2 Weeks ago
Egnyte - Software Engineer - AI/ML

Egnyte

Mountain View, California, United States (Hybrid)
5 Months ago
Google - Software Engineer III, Infrastructure, Google Cloud AI

Google

Kirkland, Washington, United States (On-Site)
7 Months ago
hogarth - Program Coordinator

hogarth

Sunnyvale, California, United States (Hybrid)
4 Weeks ago
Star schema - Assistant Manager

Star schema

Hialeah, Florida, United States (On-Site)
1 Week ago
Blue wire software - Assistant Manager

Blue wire software

Havertown, Pennsylvania, United States (On-Site)
1 Week ago
Next Level Business Services - Salesforce Technical Lead

Next Level Business Services

Bloomington, Minnesota, United States (On-Site)
8 Months ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

About The Company

Thiruvananthapuram, Kerala, India (On-Site)

Berwyn, Pennsylvania, United States (Hybrid)

Thiruvananthapuram, Kerala, India (On-Site)

Denver, Colorado, United States (Hybrid)

Thiruvananthapuram, Kerala, India (On-Site)

Berwyn, Pennsylvania, United States (Hybrid)

Raleigh, North Carolina, United States (Remote)

Thiruvananthapuram, Kerala, India (On-Site)

Raleigh, North Carolina, United States (Remote)

Thiruvananthapuram, Kerala, India (On-Site)

View All Jobs

Get notified when new jobs are added by Yodlee

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug