Envestnet, Inc. (NYSE: ENV) 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. Envestnet is headquartered in Chicago.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Jr. Portfolio Specialist (Note: This is NOT a senior- or mid-level position.)
LOCATION: Denver (downtown) *Please no out of state applicants*
• Assists in portfolio model updates and management.
• Processes trade orders.
• Manages service requests.
• Assists in portfolio operations processing for all of the following areas: mutual fund wraps, Separately Managed Accounts (SMA), Multi-Manager Accounts (MMA), model maintenance.
• Researches and resolves basic and routine problems on client accounts.
• Prepares documents, forms, and reports as directed.
• 1-2 years of experience in financial services operations or trading. (Seeking those with some experience with portfolios and investments rather than banking or real estate.)
• Ability to learn and understand the terminology and processing requirements within the investment and financial services industries.
• Team player.
• Must possess good verbal and written communication skills.
• Strong math skills.
• Proficient with Microsoft Word, Excel and PowerPoint.
• Bachelor’s degree or equivalent work experience preferred.
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.
Envestnet Asset Management, Inc - 2 years ago