Associate Portfolio Specialist

Envestnet is seeking a passionate and talented Associate Portfolio Specialist to join our Trade Services 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:

Portfolio Administration Services is seeking a candidate that is willing to grow and cultivate skills in the Fintech industry. A successful candidate will play a crucial role in the day-to-day monitoring and administration of client accounts utilizing Envestnet’s trading and account management platform. This individual should be committed to providing a “best in class” experience to our investment advisors.

Job Responsibilities: 

• Responsible for the day-to-day monitoring and administration of accounts utilizing Envestnet’s trading platform.
• Identify client accounts for potential trading based on established guidelines.
• Review and process trade instructions, manage service requests, and provide trading support.
• Performs daily duties, including problem resolution using standard procedures and precedents.
• Participates in root cause analyses to correct and/or prevent deviations in processes and workflows.
• Assists associate staff members with process methods.
• Participates in special projects as assigned by leadership. 
• Coordinates with Lead Specialist 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. 

Required Qualifications: 

• Must have working knowledge of the financial markets, including equities, fixed income, mutual funds, and ETFs.
• Must possess strong attention to detail and demonstrate the ability to work under pressure.

Preferred Qualifications: 

• Bachelor’s degree or equivalent work experience preferred.
• Knowledge of investment management operations and practices including trading and portfolio accounting systems preferred.
• Work as a member of a team with collaborative decision making.
• Demonstrate ability to troubleshoot daily processing obstacles.
• 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
  • 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.

Envestnet is an Equal Opportunity Employer. 

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

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