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Job Summary

Company
Envestnet Asset Management, Inc.
Location
Denver, CO
Industries
Financial Services
Job Type
Full Time
Employee

Senior Investment Analyst

About the Job

ENVESTNET ASSET MANAGEMENT (www.envestnet.com)
Envestnet Asset Management is a dynamic, progressive company that provides an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. Our capabilities are unparalleled as we bring together the expertise of top investment managers, a wide variety of comprehensive fee-based investment solutions, and deliver them all on a proprietary unified technology platform.


Portfolio Management Consultants, or PMC, is the premier provider of portfolio consultant services to investment representatives and financial advisors. Our business is to advise the advisor by helping investment professionals select the best managers, strategies and products for their clients' portfolios. PMC is the investment consultancy of Envestnet and has more than $9 billion in assets under management.


We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.


POSITION: Senior Investment Analyst (PMC)


LOCATION: Denver, CO


RESPONSIBILITIES:
 * Evaluate and assess performance of separate account and mutual fund managers who hold, or are being considered for, Approved status relative to appropriate benchmarks and peer groups.
* Evaluate and assess performance of sub advisors in the PMC mutual funds.
* Conduct quarterly calls with managers and produce written updates.
* Proactively make recommendations to the Investment Committee and Investment Program Managers regarding the addition, replacement or status change of managers and mutual funds.
* Conduct regular onsite due diligence reviews.
* Support the national sales team by communicating key attributes and updates of assigned managers and funds.
* Interpret performance attribution analysis for assigned managers and funds.
* Provide timely written updates regarding any material changes involving followed managers and funds.
* Serve as the key resource on followed managers and funds, both internally to our sales team, Investment Program Managers, and Investment Committee, and externally to our advisor clients.
* Conduct new manager and fund searches.
* Evaluate manager trading and portfolio implementation practices, as well as tax efficiency and tax harvesting practices.
* Conduct research related ad hoc projects as needed.
* Contribute to market and economic commentary as assigned.
* Coach and mentor Investment Analysts and include them in above activities, as appropriate.


REQUIREMENTS:
* Bachelors degree required.
* Must have at least five (5) years of financial services experience, including direct experience researching and evaluating money managers.
* Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.
* Must be able to adjust to changing priorities.
* Must be flexible, well organized, and assertive in order to complete multiple tasks and meet the demands placed on his/her time.
* Must exhibit strong organizational and analytical skills.
* Must possess strong verbal and written communication skills.
* Must be proficient in the use of Microsoft Word, Excel and PowerPoint; Morningstar Direct; Northfield models.


To apply for this job, click on this link: https://home.eease.com/recruit/?id=475139


EQUAL EMPLOYMENT OPPORTUNITY
Envestnet Asset Management is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

 
 

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Contact Information

Envestnet Asset Management, Inc.
Chicago, IL 60601