Senior Data Support Analyst

Envestnet is seeking a passionate and talented Senior 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:

Join our dynamic team where you'll play a pivotal role in crafting and maintaining our portfolio data! As a key member, you'll follow internal directives and departmental protocols to ensure the integrity and accuracy of our data. Your contributions will span a spectrum of activities including product and benchmark information management, adept client support both internally and externally, process execution to onboard new managers and products to our platform, and fostering collaborative relationships with third-party data providing vendors. Dive into the exciting challenge of onboarding new managers and products onto our platform, all while enjoying the camaraderie and innovation that defines our workplace culture.

Job Responsibilities:

• Implement/Build new investment products based upon instructions of internal client facing teams within the timeframes outlined in service level agreements.
  
• Maintain / Edit products as required.
  
• Communicates with money management firms and data providers to collect and maintain data.
  
• Communicates with new money management firms to obtain information for onboarding to our platform.
  
• Perform daily duties, including problem resolution using established procedures and precedents.
  
• Assist in the creation of training materials for the department
  
• Train new and junior team members
  
• Support escalations from Product Data Analysts and assist with solving complex issues 
  
• Participate in root cause analyses to correct and/or prevent deviations in processes and workflows
  
• Lead special projects for the department including but not limited to representing PDA during new client onboarding internal meetings
  
• Establish and maintain strong and cooperative relationships with internal departments to foster a cooperative environment for the resolution of problems and/or errors.
  
• Support Manager of the department with metrics collection and analysis
  
• Participate in special projects as assigned, including but not limited to occasional weekend projects.
  
• 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: 

• College degree in related field.
  
• Minimum of one years’ experience as a Product Data Analyst.
  
• Must have working knowledge of the securities industry and various types of investment vehicles.
  
• Superior understanding of quality control methods is desirable.
  
• Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.
  
• Work as a member of a team with collaborative decision making.
  
• Must possess practical reasoning capacity and judgment.
  
• Must be able to comprehend and act on information communicated both verbally and from internal/external documents or computer terminal.
  
• Possess strong math skills.
  
• Must possess excellent skills related to Excel and other processes which are critical to analyzing information and making recommendations.
  
• Proficient with Microsoft Word and PowerPoint.

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.

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