Data Analyst / Research Data Specialist

Data Analytics Full-Time Raleigh, North Carolina ReqID:5111


Envestnet is seeking a passionate and talented Data Analyst / Research Data Specialist to join our team. 

Envestnet, Inc. (NYSE: ENV) 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:

We are looking for a Data Analyst / Research Data Specialist with approximately 2-5 years of experience to join our team. This person will be working as a key member of a multifunctional, collaborative team that creates analytical tools and insights for investment and market research.

Yodlee’s Analytics Centre of Excellence is driving innovations using the latest Machine Learning algorithms and Big Data Engineering frameworks at Yodlee. We have a high-caliber, focused and a mission-driven culture for our teams. The insights we derive from the financial data matters to crucial cutting-edge business decisions made across the global financial services firms every day and solves real world problems. We are leveraging our deep expertise in financial data to launch innovative solutions into the Financial Services Industry. This role involves working closely with teams in Bangalore, India, Raleigh, NC and in California.

Job Responsibilities:

  • Provide domain expertise to identify new features/products that can be of use in the investment research space.
  • Work with product teams to translate product requirements into analytics problems.
  • Build research products/solutions based on alternative data (transaction data) – own delivery of POCs/prototypes to establish feasibility.
  • Track performance of specific tickers and correlate to proprietary datasets.
  • Work hand-in-hand with Data Science, business analytics and Engineering teams to drive end to end solution delivery for data products in the investment research space.
  • Work with sales/product teams to position products in the investment research space and contribute to pre-sales/marketing efforts.
  • Work with customer onboarding teams and support teams to respond to customer queries.
  • Analyze data product performance on an ongoing basis to identify opportunities for improvement.

Required Qualifications:  

  • Bachelor’s Degree
  • 3+ years’ experience in consumer/retail sector and coverage in equity research
  • Interest in working with alternative datasets in the field of investment research
  • Familiarity with data analytics
  • Strong grounding and exposure to US consumer behavior and brand analysis
  • Strong analytical and problem solving ability
  • Extremely strong interpersonal and communication skills
  • Superior presentation (not only PowerPoint) skills

Preferred Qualifications:

  • CFA (Level I/Level II) certification would be a big advantage
  • Experience in mentoring junior analysts
  • Experience with SQL/python

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 $63,000 to $140,000.

Envestnet is an Equal Opportunity Employer.