Trade Error Analyst

Description

Envestnet is seeking a passionate and talented Trade Error Analyst to join our Platform Operations team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

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:

Trading 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 processing and analysis of trading activity to determine necessary actions to correct accounts.  This individual should be committed to providing "Best in Class" experience to our clients.

Job Responsibilities:

• Review account trade activity per portfolio models to identify incorrect or missing trades.  
  
• Perform price comparison trade analysis, submit corrections, and monitor accounts for corrective actions.  
  
• Communicate and clearly articulate analysis and propose course of action to correct accounts.  
  
• Establish and maintain strong and cooperative relationships with internal and external clients.  
  
• Participate in special projects as assigned by Supervisor.
  
• 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:

• Bachelor’s degree or equivalent work experience required.
  
• Knowledge of financial markets, equities, fixed income, mutual funds, and ETFs.
  
• Proficient with Microsoft Word, Excel, and Access. 
  
• Must possess strong attention to detail with the ability to critically analyze large amounts of data.
  
• Ability to gather information from various sources to assist in critical decision making.

Preferred Qualifications:

• 1+ year(s) experience in the financial services or related industry preferred

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).

#LI-LM1