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Job Description:
✅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.
✅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.
About Company:
Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management.
