VP Sr. Investment Analyst Envestnet Asset Management
THIS JOB HAS EXPIRED Description
POSITION: VP Sr. Investment Analyst
LOCATION: Boston or Denver
Senior Investment Analysts should function as an expert on money managers within their assigned asset classes. They are responsible for ensuring that the approved products are of high quality and meet the needs of Envestnet?s advisors and clients, and that useful information on the products is effectively and regularly communicated to Envestnet?s sales personnel and advisors.
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.
Act as a subject matter expert in supporting sales efforts.
Overnight travel required.
Bachelor?s 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.
EQUAL EMPLOYMENT OPPORTUNITY
Envestnet 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.
||Boston, MA |
THIS JOB HAS EXPIRED