Investment Analyst
Description
Department: PMC Research
Role: Investment Analyst - Fixed Income
About Envestnet
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.
Job Summary
Investment analysts perform comprehensive research and due diligence on a broad spectrum of asset classes and investment vehicle types by;
- Conducting in-depth qualitative research and due diligence on Mutual Funds and Separately Managed Accounts within the relevant asset classes.
- Assimilating the inputs gathered during the course of research and using it to formulate independent investment thesis.
- Providing insights to decision makers on individual portfolios and underlying trends that affect various sections of the capital markets.
The incumbent should be able to;
- Undertake rigorous research, assimilate data from multiple sources, and write quality research reports.
- Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers.
- Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction.
- Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm.
- Performing attribution and style analysis, conducting competitive research, and analyzing portfolios.
- Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven).
- Be a key team player by actively participating in investment committee debates and discussions, and communicating views on economy/asset classes/ portfolios under one’s coverage.
Educational qualification:
Required
- MBA finance or equivalent Post Graduation specialized in Finance.
- CFA/CAIA program candidates with any of the levels cleared.
- Academic projects done in the field of mutual funds/equity research/ credit research (pertaining to bond markets) / portfolio management etc.
- Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct.
- Investment Analyst: 1-3 years of Investment Research experience in fixed income markets at fund research or asset class level.
- Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings.
- Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable.