Envestnet
Overview
Investment Analyst – Multi-Asset Research at Envestnet. Hybrid role in Denver, CO; in-office work expected at the Denver location. Job Summary
The Investment Analyst conducts qualitative and quantitative due diligence on asset management firms and their investment products focused on multi-asset portfolio solutions comprised of exchange traded funds, mutual funds, and separately managed accounts. Job Responsibilities
Perform due diligence on an assigned list of third-party strategist managers and their investment products, including understanding 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 and the industry. Contribute to team projects and strategic business initiatives as assigned; may lead team projects as needed. Adhere to Envestnet policies (legal, compliance, risk, business continuity, administrative) including timely training and testing as requested. Understand and support Envestnet's corporate business practices, policies, internal controls, and procedures to create value or minimize risk. Required Qualifications
Bachelor’s degree in finance, economics, business administration or 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 Excellent verbal and written communication skills Proficiency with Microsoft Office 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 — Benefits
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. Location
Denver, CO Envestnet is an Equal Opportunity Employer.
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Investment Analyst – Multi-Asset Research at Envestnet. Hybrid role in Denver, CO; in-office work expected at the Denver location. Job Summary
The Investment Analyst conducts qualitative and quantitative due diligence on asset management firms and their investment products focused on multi-asset portfolio solutions comprised of exchange traded funds, mutual funds, and separately managed accounts. Job Responsibilities
Perform due diligence on an assigned list of third-party strategist managers and their investment products, including understanding 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 and the industry. Contribute to team projects and strategic business initiatives as assigned; may lead team projects as needed. Adhere to Envestnet policies (legal, compliance, risk, business continuity, administrative) including timely training and testing as requested. Understand and support Envestnet's corporate business practices, policies, internal controls, and procedures to create value or minimize risk. Required Qualifications
Bachelor’s degree in finance, economics, business administration or 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 Excellent verbal and written communication skills Proficiency with Microsoft Office 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 — Benefits
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. Location
Denver, CO Envestnet is an Equal Opportunity Employer.
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