Senior Investment Research Analyst

Application window closes August 31st, 2026. Primary work location: Denver with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company redefining the future of wealth management by helping advisors meet the moment with comprehensive technology, actionable insights, and industry-leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. www.envestnet.com

The Team You’ll Join

You will join Envestnet’s PMC Research team, a collaborative group of investment professionals focused on delivering high-quality research and due diligence across asset classes, with a specialized emphasis on fixed income strategies. This team partners closely to evaluate asset managers and investment products—including mutual funds, SMAs, and ETFs—providing data-driven insights and recommendations that support the broader business. You’ll work alongside experienced analysts and senior research leaders, contributing to both qualitative and quantitative research efforts while building deep expertise within assigned asset classes.

Responsibilities

• Conduct qualitative and quantitative due diligence on asset management firms and their investment products, including mutual funds, separately managed account strategies, and ETFs, to support Envestnet’s business.
• Create financial models and recommend investment portfolios.
• Monitor, analyze, and provide insights to internal stakeholders and respective decision-makers on individual portfolios and underlying trends.
• Operate within a defined framework to conduct searches and initiate new coverage within a defined asset class, with guidance.
• Conduct in-depth qualitative and quantitative research and due diligence on a broad range of products within assigned asset class(es).
• Support review of research reports and rating changes for peers.
• Undertake rigorous research, assimilate data from multiple sources, and write quality research reports.
• Maintain and present investment reports to portfolio managers and the investment management team.
• Lead manager interviews and associated information and data gathering.
• Develop forward-looking investment themes and risk assessments.
• Issue rating changes and formal research notes.
• Mentor less experienced analysts and review their work for quality and accuracy.
• Track developments in various asset classes/markets/economy and correspond with various stakeholders within the firm about investment opportunities and market trends.
• Collaborate with multiple technical and non-technical teams and stakeholders to make investment decisions for ad-hoc projects.
• Respond to client product inquiries.
• Develop deep expertise within assigned asset class(es), including understanding key performance drivers, market participants, asset class limitations, and emerging industry innovations.
• Aggregate and analyze investment and market data to generate actionable insights and recommendations for research, portfolio construction, and business decision-making.
• Actively participate in asset manager meetings, conference calls, and industry discussions to enhance due diligence efforts and maintain current market intelligence.
• Contribute to strategic team initiatives and cross-functional projects that support research innovation, operational efficiency, and business growth; may lead project work as appropriate.

Requirements

• Bachelor’s degree in finance, economics, business administration, or a related field.
• Ability to work effectively both independently and in a team environment.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Suite.
• Strong analytical, critical thinking, and organizational skills.
• Self-motivated and passionate about investing and financial markets.

Qualifications

Candidates should demonstrate relevant experience gained through current responsibilities, prior roles, project work, leadership, or other professional activities. Progress toward CFA charter preferred.

Benefits

• Medical insurance.
• Paid time off (PTO).
• 401k company match.
• Paid parental leave.
• Education reimbursement.
• Disability coverage.
• Mental health & wellness support.

Pay

This role offers a base salary range of $94,600 to $118,300. The range represents a good-faith estimate of base salary compensation and does not include incentive compensation, equity, or benefits. Individual pay will be determined based on factors including relevant experience, skills, education, certifications, and geographic location. This role is eligible for an additional incentive component as part of the total rewards package.