Investment Analyst
Envestnet Asset Management, Inc - Denver, CO

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Envestnet |Prima provides investment research and technology solutions to the wealth management industry. Our clientele include banks, broker dealers and independent registered investment advisors. We are currently seeking an Investment Analyst to join our research team.

The Investment Analyst’s primary responsibility is to conduct due diligence on asset management firms and their investment products, including mutual funds, separately managed account strategies and ETFs. Analysts are also responsible for generating research papers on various investment topics. In order to be successful, the Analyst must have in-depth knowledge of financial and statistical concepts, and a thorough understanding of the capital markets. The analyst must be detail oriented, demonstrate proficiency in the development of investment theses, and be able to communicate effectively through written reports and client presentations. A significant amount of writing is required, as is limited travel.

Experience: Candidates must have at least five years of experience within the financial services industry, with strong preference given to candidates with experience analyzing separately managed accounts, mutual funds, hedge funds or private equity funds. Resumes submitted that do not meet these qualifications will not be considered.

Education & Credentials: A bachelor’s degree is required, preferably in finance or economics, although demonstrated academic success in general will be given careful consideration. An MBA, CFA or CAIA designation will be looked on favorably.