Senior Investment Analyst - Alternatives

Senior Investment Analyst - Alternatives

Envestnet is seeking a Senior Investment Analyst to join our PMC Research department. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy :

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients' needs comprehensively
• Enable financial advisors to deliver more holistic advice reflecting a more complete view of their clients' financial lives, and in a more connected environment

Job Summary :

We are looking for a detail-oriented and highly skilled Senior Investment Analyst to join our investment team. This senior-level position is pivotal in conducting thorough due diligence on asset management firms and their investment products, including but not limited to interval funds, non-traded BDCs, mutual funds, separately managed accounts, and ETFs. The Senior Analyst will contribute significantly to enhancing the quality and thought leadership of our research output.

Job Responsibilities :

Required Qualifications :

Envestnet :

Health Benefits (Health / Dental / Vision)