Description
Envestnet is seeking a Senior Investment Analyst - Alternatives to join our PMC Research department.
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:

We are looking for a detail-oriented and highly skilled Senior Investment Analyst to join our investment team. This senior-level position is pivotal in conducting thorough due diligence on asset management firms and their investment products, including but not limited to interval funds, non-traded BDCs, mutual funds, separately managed accounts, and ETFs. The Senior Analyst will contribute significantly to enhancing the quality and thought leadership of our research output.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in finance, economics, business administration or a related field
• 7+ years of asset manager research experience, preferably in alternatives and private markets
• Ability to work effectively both independently and in a team environment
• Excellent verbal and written communication skills
• Proficiency with Microsoft Suite, Morningstar Direct and Pitchbook preferred
• Strong analytical, critical thinking, and organizational skills
• Self-motivated and passionate about investing and financial markets

• Conduct comprehensive due diligence on asset management firms and their investment products.
• Write regular research reports and provide detailed analysis on market trends and investment strategies.
• Lead manager searches and evaluate investment opportunities with a critical eye.
• Uphold and enhance the research standards of the team by actively challenging and educating team members.
• Edit and refine team deliverables, ensuring clarity and quality of output.
• Mentor and train Associates and Investment Analysts, fostering a collaborative team environment.
• Serve as a subject matter expert, contributing to the development of insightful research and thought leadership pieces.
• Spearhead research improvement projects and initiatives, collaborating closely with the teammates and Principal Director.
• Communicate effectively with clients, presenting research findings and market insights.
• 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.