Description
Envestnet is seeking an 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 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.

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.

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

• 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.