Investment Solutions Analyst

Envestnet is seeking a Investment Solutions Analyst to join our Wealth Solutions department. This is a hybrid role, with in-office work required at our Denver, CO office location.

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

For more information, please visit www.envestnet.com.

Job Summary: 

We are seeking a detail-oriented and analytical Investment Solutions Analyst to join our team, with a focus on supporting investment products, market strategy, and sales initiatives. The analyst will also play a key role in transforming insights into compelling and digestible content and deliverables, including reports, presentations, and other materials in support of Envestnet’s Wealth Solution’s business lines. If you thrive in a fast-paced environment and have a knack for turning data into actionable stories, we’d love to hear from you!

Job Responsibilities:

• Support sales and distribution teams within Envestnet’s Wealth Solutions business by delivering actionable insights and strategies to drive business objectives
  
• Leverage strong analytical skills to evaluate data, identify trends, and inform decision-making across managed accounts, tax overlay, and high net worth solutions
  
• Collaborate cross-functionally to align sales, distribution, and product initiatives with the specific needs of the RIA channel, ensuring seamless delivery of Wealth Solutions offerings
  
• Proactively problem-solve complex challenges, connecting disparate elements of the Wealth Solutions business to create cohesive content that supports managed accounts and tax overlay offerings
  
• Exhibit a passion for and deep understanding of financial markets and macro-economic trends, providing timely updates and actionable market insights to sales and distribution teams, with a focus on high net worth teams
  
• Synthesize complex macro-economic research and financial market developments into clear, concise communications tailored for RIA advisors and high net worth clients
  
• Thrive in a fast-paced environment, adapting to evolving priorities and market dynamics within Envestnet’s Wealth Solutions business unites
  
• Assist in creating high-quality output, including written reports, visualizations, slide decks, and other content tailored to internal and external audiences
  
• Collect, clean, and analyze quantitative and qualitative market data to identify patterns, opportunities, and risks. Coordinate with team members to automate presentation decks and reports    
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested  
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  

Required Qualifications: 

• Bachelor’s degree in Business, Economics, Marketing, Statistics, or related field (or equivalent experience).
  
• 2 years minimum experience preferred in market research, investment data analysis, content development, or a related role.
  
• Strong analytical skills with proficiency in tools such as Excel, Morningstar, Bloomberg, Tableau, Power BI, or similar.