Support Specialist

Asset Manager

Updated on 4/18/2024



501-1,000 employees

Data aggregation and analytics for FinTech

Data & Analytics


Berwyn, PA, USA

  • Bachelor’s degree in Finance or equivalent work experience
  • Working knowledge of the securities industry, various types of investment vehicles, and trading methods
  • Understanding of quality control methods
  • Strong attention to detail and ability to work under pressure
  • Ability to critically analyze information and make recommendations
  • Ability to adjust to changing priorities
  • Demonstrate professionalism and diplomacy
  • Team collaboration skills
  • Provide training, demonstrations, and support related to the Envestnet platform
  • Explain process flows, best practices, and responsibilities to asset managers
  • Respond to inquiries from asset managers and vendors
  • Review new manager setup documents for accuracy
  • Track new portfolios across onboarding process stages
  • Establish and maintain relationships with investment managers
  • Participate in root cause analysis
  • Communicate with asset managers on operational concerns
  • Load, maintain, and query data related to manager or portfolio usage
  • Resolve client firm issues/questions related to investment strategies
  • Provide insight and training to internal department personnel
  • Interact with Trading department to solve trading issues
  • Perform daily duties and problem resolution
  • Assist with solving issues without procedures or precedents
  • Participate in special projects and other duties as assigned
  • Adhere to Envestnet legal, compliance, and administrative policies

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement