Jr. Portfolio Specialist (financial services)

ENVESTNET ASSET MANAGEMENT   (www.envestnet.com)  Envestnet Asset Management is a dynamic, progressive company that provides an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. Our capabilities are unparalleled as we bring together the expertise of top investment managers, a wide variety of comprehensive fee-based investment solutions, and deliver them all on a proprietary unified technology platform.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

POSITION: Jr. Portfolio Specialist

LOCATION: Denver (downtown) *No relocation*

Currently we are seeking candidates who have an enthusiasm and commitment to provide a "best in class" client service experience to our Investment Advisors. 

RESPONSIBILITIES* Assists in portfolio model updates and management.* Processes trade orders.* Manages service requests.* Assists in portfolio operations processing for all of the following areas: mutual fund wraps, Separately Managed Accounts (SMA), Multi-Manager Accounts (MMA), model maintenance.* Researches and resolves basic and routine problems on client accounts.* Prepares documents, forms, and reports as directed.

REQUIREMENTS* 1-2 years experience in financial services operations or trading. (Seeking those with some experience with portfolios and investments rather than banking or real estate.) * Ability to learn and understand the terminology and processing requirements within the investment and financial services industries.* Team player.* Must possess good verbal and written communication skills.* Strong math skills.* Proficient with Microsoft Word, Excel and PowerPoint.* Bachelors degree or equivalent work experience preferred.

To apply for this position, Click Here!EQUAL EMPLOYMENT OPPORTUNITY Envestnet Asset Management is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.