Institutional Consulting & Research Associate

Description

Envestnet is seeking a passionate and talented Institutional Consulting & Research Associate to join our team. This position is expected to report to our Denver, CO office.

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 Institutional Consulting & Research Associate supports the senior members of Envestnet’s Investment Research and Institutional Consulting Teams with tasks necessary to complete their research responsibilities and client-facing duties. The Associate works with various team members to develop a basic understanding of the research process, quantitative and qualitative due diligence, and Envestnet’s business model.

Job Responsibilities:

• Report to the leader of the Institutional Consulting group and provide support across the Institutional Consulting and Research teams.
  
• Partner with internal Institutional Consultants and Investment Research Analysts to build quarterly client presentation materials
  
• Responsible for running several quarter-end reporting processes
  
• Coordinate quality control and issue resolution on client investment platform-related issues
  
• Assist with resolving ad hoc issues that emerge with client services
  
• Assist internal Consultant partners with short and long-term projects for clients, supporting the improvement of the service offering of the Institutional Consulting group
  
• Aid in the technical support and training for investment research application users
  
• Gather data from various sources, managing questionnaire outflow/inflow, and other tasks as assigned
  
• Assist the Investment Analysts in manager meetings, manager searches, and other special projects
  
• Actively participate in manager meetings, support other team members in searches, and eventually begin writing drafts of various research deliverables
  
• 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.

Required Qualifications:

• Bachelor's degree in finance, economics, business administration or a related field
  
• 1-3 years of relevant experience in wealth management or a related financial services field
  
• Ability to work effectively in a team environment
  
• Excellent verbal and written communication skills
  
• Familiarity with Microsoft Suite

About 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 company 
  
• Competitive Compensation/Total Reward Packages that include:
  
  • 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
    
• 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 $52,000 to $78,000. 

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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