Description The application window will close August 31st, 2026.
Job Location The primary work location for this role is Denver with a hybrid work model.
The Team You'll JoinYou will join Envestnet's PMC Research team, a collaborative group of investment professionals focused on delivering high-quality research and due diligence across asset classes, with a specialized emphasis on fixed income strategies.
This team partners closely to evaluate asset managers and investment products-including mutual funds, SMAs, and ETFs-providing data-driven insights and recommendations that support the broader business. You'll work alongside experienced analysts and senior research leaders, contributing to both qualitative and quantitative research efforts while building deep expertise within assigned asset classes.
How You'll Contribute Conducts qualitative and quantitative due diligence on asset management firms and their investment products, including mutual funds, separately managed account strategies and ETFs, to support Envestnet's business. Creates financial models and recommends investment portfolios. Monitors, analyze, and provides insights to internal stakeholders and respective decision makers on individual portfolios and underlying trends.
• Operates within defined framework to conduct searches and initiates new coverage within defined asset class, with guidance.
• Conducts in-depth qualitative and quantitative research and due diligence on broad range of products within assigned asset class(es).
• Supports review of research reports and rating changes for peers.
• Undertakes rigorous research, assimilates data from multiple sources, and writes quality research reports.
• Maintains and presents an investment report to the portfolio managers and investment management team.
• Leads manager interviews and associated information and data gathering.
• Develops forward-looking investment themes and risk assessments.
• Issues rating changes and formal research notes.
• Mentors less experienced analysts and reviews their work for quality and accuracy.
• Tracks the developments in various asset classes/markets/economy and corresponds with various stakeholders within the firm about investment opportunities and market trends.
• Collaborates with multiple technical and non-technical teams and stakeholders to make investment decisions for ad-hoc projects.
• Responds to client product inquiries.
• Develop deep expertise within assigned asset class(es), including understanding key performance drivers, market participants, asset class limitations, and emerging industry innovations.
• Aggregate and analyze investment and market data to generate actionable insights and recommendations for research, portfolio construction, and business decision-making.
• Actively participate in asset manager meetings, conference calls, and industry discussions to enhance due diligence efforts and maintain current market intelligence.
• Contribute to strategic team initiatives and cross-functional projects that support research innovation, operational efficiency, and business growth; may lead project work as appropriate.
What You'll Need to Bring• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership Bachelor's degree in finance, economics, business administration or a related field
• Ability to work effectively both independently and in a team environment
• Excellent verbal and written communication skills
• Proficiency with Microsoft Suite
• Strong analytical, critical thinking, and organizational skills
• Self-motivated and passionate about investing and financial markets
Nice-to-Haves- Progress towards CFA charter preferred
Sponsorship This position is not open to candidates requiring visa sponsorship
Our Investment in You This role offers a base salary range of $94,600 to $118,300. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
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