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Investment Analyst

Company: Envestnet
Location: Denver
Posted on: December 6, 2018

Job Description:

Info about the Group/Company Envestnet is a leading independent provider of technology-enabled, web-based investment solutions and services to financial advisors. The Investment Management and Research (IM&R) group supports Envestnet's proprietary asset management business as well as institutional wealth management platforms and independent RIAs with asset allocation and risk management tools and third-party manager selection and due diligence. We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company. Join us! Job Introductory Statement Envestnet-PMC provides investment research and technology solutions to the wealth management industry. We are currently seeking an Investment Analyst to join our team. The Investment Analyst position will reside within Envestnet's dedicated Strategist Research Group ? one of the industry's first research groups focused on conducting investment research and due diligence on third-party strategist managers. Strategist managers create unique portfolio solutions comprised of exchange traded funds, mutual funds, or a combination of exchange traded funds and mutual funds. Strategist portfolio investment options range from multi-asset, risk-based portfolio solutions to niche, tactical portfolio strategies. Responsibilities The Investment Analyst's primary responsibility is to conduct investment research and due diligence on third-party strategist management firms and their respective investment products. Unique from other traditional investment due diligence roles, this role requires a deep knowledge and experience of traditional manager research and due diligence, along with familiarity of global capital markets and understanding of asset allocation and multi-asset investments. Candidates must possess the skill-set to combine traditional and non-traditional elements of investment research and due diligence in analyzing comprehensive portfolio solutions. The Investment Analyst is expected to become an expert on their assigned coverage, provide detailed insights on actively covered strategists on a stand-alone and peer group comparison, as well as interpret the major performance drivers using advanced investment research techniques. This mid-level opportunity will primarily involve writing regular analyst opinions and market updates, conducting manager searches, as well as producing educational and competitive intelligence content. The Investment Analyst is expected to become an expert on their assigned coverage, provide detailed insights on actively covered strategists on a stand-alone and peer group comparison, as well as interpret the major performance drivers using advanced investment research techniques. The Investment Analyst will play a vital role in updating internal and external clients on key features and benefits on strategist managers and their respective product suites, as well as pro-actively interpret and communicate significant updates to clients in a timely and concise way. The individual is expected to partner closely with internal sales, consultant, and portfolio management teams. Qualifications Envestnet/PMC is looking for individuals with demonstrated records of success who will be able to make a meaningful and immediate contribution to our team. Our ideal candidates will be an entrepreneurial self-starter with a solid understanding of the following concepts: * Investment manager research and due diligence * Global capital markets * Asset Allocation * Portfolio Construction * Retail investment products (mutual funds, exchange traded funds, managed accounts) * Familiarity with Morningstar Direct * Written and verbal communication skills * Knowledge of financial services industry Requirements Education: A bachelor's degree is required, preferably in finance or economics, along with superior writing and communications skills. A minimum of three to five years of prior manager due diligence experience is highly preferred, though a longer (more than five years) career in the financial services industry may be considered. A Master's degree or significant progress towards the CFA designation is also highly preferred. Apply On-lineSend This Job to a Friend Copyright ? Ultimate SoftwareSDL2017

Keywords: Envestnet, Denver , Investment Analyst, Professions , Denver, Colorado

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