Envestnet
Investment Analyst - Fixed Income Research
Envestnet, Denver, Colorado, United States, 80285
Description
Envestnet is seeking a passionate and talented
Investment Analyst - Fixed Income Research
to join our team. This is a hybrid role, with in-office work required at our Denver, CO office location.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
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 interviewsConduct data aggregation and quantitative analysis to provide insights and recommendationsWrite various research reports and market commentaries and present investment recommendations to fellow team membersConducting manager searches as neededKeep 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 neededAdherence 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 field2-5 years of asset manager research experience, preferably in fixed incomeAbility to work effectively both independently and in a team environmentExcellent verbal and written communication skillsProficiency with Microsoft SuiteStrong analytical, critical thinking, and organizational skillsSelf-motivated and passionate about investing and financial marketsPreferred Qualifications:
Progress towards CFA charter preferredAbout Us:
Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Be a member of a leading financial services and products innovation companyCompetitive Compensation/Total Reward Packages that include:Health Benefits (Health/Dental/Vision)Paid Time Off (PTO) & Volunteer Time Off (VTO)401K - Company MatchAnnual Bonus IncentivesParental StipendTuition ReimbursementStudent Debt ProgramCharitable MatchWellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Salary:
The annual base salary range for this position is $88,000 to $132,000.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-RT1
Envestnet is seeking a passionate and talented
Investment Analyst - Fixed Income Research
to join our team. This is a hybrid role, with in-office work required at our Denver, CO office location.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
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 interviewsConduct data aggregation and quantitative analysis to provide insights and recommendationsWrite various research reports and market commentaries and present investment recommendations to fellow team membersConducting manager searches as neededKeep 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 neededAdherence 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 field2-5 years of asset manager research experience, preferably in fixed incomeAbility to work effectively both independently and in a team environmentExcellent verbal and written communication skillsProficiency with Microsoft SuiteStrong analytical, critical thinking, and organizational skillsSelf-motivated and passionate about investing and financial marketsPreferred Qualifications:
Progress towards CFA charter preferredAbout Us:
Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Be a member of a leading financial services and products innovation companyCompetitive Compensation/Total Reward Packages that include:Health Benefits (Health/Dental/Vision)Paid Time Off (PTO) & Volunteer Time Off (VTO)401K - Company MatchAnnual Bonus IncentivesParental StipendTuition ReimbursementStudent Debt ProgramCharitable MatchWellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Salary:
The annual base salary range for this position is $88,000 to $132,000.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-RT1