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Portfolio Specialist
Confirmed live in the last 24 hours
Berwyn, PA, USA
Experience Level
Desired Skills
  • An individual who can work in a high stress environment while focusing on the greater good. Strong attention to detail with an adaptable approach in order to achieve multiple objectives
  • Maintain an analytical approach by creating ideas to improve required process' into a manageable procedure
  • Ability to communicate effectively with internal/external parties
  • Bachelor's degree or equivalent work experience preferred
  • Knowledge of financial markets, equities, fixed income, mutual funds, and ETFS
  • Proficient in Microsoft Word, Excel, and PowerPoint
  • Performing a myriad of trading activities based upon established managed account guidelines of managed accounts on the Envestnet Platform. Perform daily tasks such as service requests, trading instructions, and provide trading support through the respective service team
  • Work in a team environment through collaborating with others in achieving shared goals. High energy environment with passionate team members working towards resolving problems and using standard procedures to correct and/or prevent deviations in processes and workflows
  • Work on special projects at own initiative or 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • 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