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.

Added Advantage     

• 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.

Experience:     

• 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.

            

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