Investment Manager & Product Support Intern

Description

Envestnet is seeking an Investment Manager and Product Support Intern to join our Platform Operations team. This position is expected to report to 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 over 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:

In this role, you will assist in several areas of Operations including Custodian Partner and Asset Manager support and Product Data Administration which will enable you to understand both back office operations as well as client servicing of partner firms. You will collaborate with experienced team members to gain hands-on experience in several stages of the portfolio lifecycle including building and maintaining portfolio data, supporting partner asset managers, and understanding interactions with custodians.
 
This internship offers an excellent opportunity to enhance your technical skills and contribute to meaningful projects while working in a supportive and innovative environment. Ideal candidates are passionate about technology, eager to learn, and ready to take on challenges.

Job Responsibilities:

• Assist with tracking work with the department’s inbox
  
• Implement/Build/Edit/Maintain new investment products based upon instructions of internal client facing teams
  
• Support the External Sleeve Raise Cash report and communications and escalate issues
  
• Support the Trade Error report process
  
• Analyze fixed income bond imports to identify asset managers that need additional training
  
• Project based work related to querying, organizing, and analyzing (XLS, Vlook ups, pivot tables) data to improve the proprietary platform user experience and operations. 
  
• 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: 

• Must have general knowledge of the securities industry and various types of investment vehicles (i.e., mutual funds, stocks and bonds)
• Working knowledge of Microsoft Office suite of tools; Excel proficiency
• Must have strong math skills.
• Intermediate understanding of quality control methods is preferred.
• Demonstrate skills to critically analyze information and make recommendations
• Ability to work effectively in a dynamic, team-oriented environment

Envestnet’s Summer Internship Program:

Envestnet’s Summer Internship Program provides a paid, 10-week, full-time experience for qualified students to learn more about Envestnet and what we do. Interns will receive hands on exposure to the inner workings of their teams and functions.

The 2025 Summer Internship program will begin on June 9th, 2025, and will conclude on August 15th, 2025. All interns must be a commutable distance to an office location and will be expected to work in office.

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
    
• Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Sponsorship is not available for this position.

#LI-DNI