Data Support Analyst

Platform Operations Full-Time Berwyn, Pennsylvania ReqID:5279


Envestnet is seeking a passionate and talented Data Support Analyst to join our team. This position is expected to report to our Berwyn office on a hybrid schedule

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:

  • 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.
  • Escalate issues to Sr. Product Data Analyst or Supervisor and assist with solving issues that are without procedures or precedents.
  • Research and resolve intermediate level issues within established work processes.
  • Participate in root cause analyses to correct and/or prevent deviations in processes and workflows.
  • Establish and maintain strong and cooperative relationships with internal departments to foster a cooperative environment for the resolution of problems and/or errors.
  • Support scorecard goals and objectives.
  • Participate in special projects as assigned, including but not limited to occasional weekend projects. Coordinate with other team members and Supervisor for back-up coverage.
  • 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.
  • 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 or equivalent working experience required
  • Must have working knowledge of the securities industry and various types of investment vehicles.
  • Intermediate understanding of quality control methods is desirable.
  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.
  • Must possess basic level skills to critically analyze information and make recommendations.
  • Must possess ability to be able to adjust to changing priorities.
  • Work as a member of a team with collaborative decision making.
  • Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities.
  • Must be flexible, well organized, and assertive in order to complete multiple tasks and meet the demands placed on his/her time.
  • Must possess practical reasoning capacity and judgment.
  • Must be able to communicate with others in a concise, productive and professional manner.
  • Must be able to comprehend and act on information communicated both verbally and from internal/external documents or computer terminal.
  • Must possess strong verbal and written communication skills.
  • Must have strong math skills.
  • Proficient with Microsoft Word, Excel, 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. 

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: 

  • Be a member of a leading financial services and products innovation company
  • Competitive Compensation/Total Reward Packages that include: 
    • Health Benefits (Health/Dental/Vision) 
    • Paid Time Off (PTO) & Volunteer Time Off (VTO) 
    • 401K – Company Match 
    • Annual Bonus Incentives 
    • Equity  
    • Parental Stipend
    • Tuition Reimbursement 
    • Student Debt Program 
    • Charitable match 
    • Wellness Program 
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
  • The best work locations with unlimited snacks! 


The annual base salary range for this position is $37,000 to $70,000.  

Envestnet is an Equal Opportunity Employer. 

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).