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Full-Time

Associate Portfolio Specialist

Posted on 6/13/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Consulting
Consumer Software
Enterprise Software
Fintech
Financial Services

Mid

Berwyn, PA, USA

Category
Asset Management
Corporate Finance
Sales & Trading
Finance & Banking
Requirements
  • Must have working knowledge of the financial markets, including equities, fixed income, mutual funds, and ETFs.
  • Strong attention to detail and ability to work under pressure
Responsibilities
  • Day-to-day monitoring and administration of accounts utilizing Envestnet’s trading platform
  • Identify client accounts for potential trading based on established guidelines
  • Review and process trade instructions, manage service requests, and provide trading support
  • Participate in root cause analyses to correct and prevent deviations in processes and workflows
  • Assist associate staff members with process methods
  • Participate in special projects as assigned by leadership

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

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Benefits

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

INACTIVE