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Envestnet is seeking a passionate and talented Data Support Analyst to join our Platform Operations team. This position is expected to report to our Berwyn, PA 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 primary responsibilities of this position are to follow instructions from internal parties as well as departmental procedures to build / maintain / quality control review portfolio data. This role will also support the administration of product and benchmark information, provide external and internal client support, and partner with third-party data-providing vendors such as Morningstar. Responsibilities also include the execution of a process to onboard new managers and products to our platform.
Job Responsibilities:
Required Qualifications:
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:
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-RT1
Full Time
Insurance
$98k-128k (estimate)
06/13/2024
08/12/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
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The following is the career advancement route for Data Support Analyst positions, which can be used as a reference in future career path planning. As a Data Support Analyst, it can be promoted into senior positions as a Data Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Data Support Analyst. You can explore the career advancement for a Data Support Analyst below and select your interested title to get hiring information.