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Data Support Analyst

Data Support Analyst

Yodlee IncBerwyn, PA, US
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Overview

Envestnet is seeking a Data Support Analyst to join our Platform Operations department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy :

  • Deliver the industry-leading wealth management platform, powered by advanced data and insights
  • Leverage our scale and efficiencies to serve our clients' needs comprehensively
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients' financial lives, and in a more connected environment

For more information, please visit www.envestnet.com.

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.
  • 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.

    • Benefits

  • Be a member of an innovative and industry leading financial technology and solutions 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

    • Envestnet is an Equal Opportunity Employer.

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