Full-Time

Manager – Portfolio Administration Support

Posted on 5/31/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior

Berwyn, PA, USA

Required Skills
Communications
Requirements
  • Bachelor’s degree in related field or equivalent experience
  • 5+ years of experience working in a similar capacity
  • Exceptional knowledge of the securities industry, various types of investment vehicles, and trading methods
  • Ability to resolve highly complex issues and negotiate sensitive issues
  • Strong verbal and written communication skills
Responsibilities
  • Coordinate activities, maximize efficiency, and deliver optimal service levels to internal and external clients
  • Perform daily processing to ensure business objectives and service goals are met
  • Assist staff to resolve complex problems
  • Evaluate processes and identify improvement opportunities
  • Maintain and provide departmental statistics
  • Review errors and implement preventive/corrective actions
  • Facilitate and participate in post-mortem meetings
  • Participate in special projects
  • Adherence to Envestnet legal, compliance, risk, 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

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-9%

1 year growth

-18%

2 year growth

-43%

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