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Data Support Analyst Job Opening In Berwyn – Now Hiring Envestnet | Yodlee


Job description

 

The primary responsibilities of this position are to follow instructions from internal parties as well as departmental procedures to build / maintain / quality control review portfolio data.

This role will also support the administration of product and benchmark information, provide external and internal client support, and partner with third-party data-providing vendors such as Morningstar.

Responsibilities also include the execution of a process to onboard new managers and products to our platform.

Job Responsibilities:

  • Implement/Build new investment products based upon instructions of internal client facing teams within the timeframes outlined in service level agreements.
  • Maintain / Edit products as required.
  • Communicates with money management firms and data providers to collect and maintain data.
  • Communicates with new money management firms to obtain information for onboarding to our platform.
  • Perform daily duties, including problem resolution using established procedures and precedents.
  • Escalate issues to Sr. Product Data Analyst or Supervisor and assist with solving issues that are without procedures or precedents.
  • Research and resolve intermediate level issues within established work processes.
  • Participate in root cause analyses to correct and/or prevent deviations in processes and workflows.
  • Establish and maintain strong and cooperative relationships with internal departments to foster a cooperative environment for the resolution of problems and/or errors.
  • Support scorecard goals and objectives.
  • Participate in special projects as assigned, including but not limited to occasional weekend projects.

    Coordinate with other team members and Supervisor for back-up coverage.
  • 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: 

  • College degree or equivalent working experience required
  • Must have working knowledge of the securities industry and various types of investment vehicles.
  • Intermediate understanding of quality control methods is desirable.
  • Must be highly organized, possess strong attention to detail, and demonstrate the ability to work under pressure.
  • Must possess basic level skills to critically analyze information and make recommendations.
  • Must possess ability to be able to adjust to changing priorities.
  • Work as a member of a team with collaborative decision making.
  • Must demonstrate professionalism and diplomacy and be able to work with a variety of personalities.
  • Must be flexible, well organized, and assertive in order to complete multiple tasks and meet the demands placed on his/her time.
  • Must possess practical reasoning capacity and judgment.
  • Must be able to communicate with others in a concise, productive and professional manner.
  • Must be able to comprehend and act on information communicated both verbally and from internal/external documents or computer terminal.
  • Must possess strong verbal and written communication skills.
  • Must have strong math skills.
  • Proficient with Microsoft Word, Excel, and PowerPoint.
  • Envestnet: 

  • Be a member of an innovative and industry leading financial technology and solutions company 
  • Competitive Compensation/Total Reward Packages that include:
    Health Benefits (Health/Dental/Vision)
    Paid Time Off (PTO) & Volunteer Time Off (VTO)
    401K – Company Match
    Annual Bonus Incentives
    Parental Stipend 
    Tuition Reimbursement
    Student Debt Program
    Charitable Match 
    Wellness Program
  • Envestnet is an Equal Opportunity Employer.

    #LI-LM1

    Required Skill Profession

    Mathematical Science Occupations


    • Job Details

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    Unlock Your Data Support Potential: Insight & Career Growth Guide


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    Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph here. Uncover the dynamic job market trends for Data Support in Berwyn, United States, highlighting market share and opportunities for professionals in Data Support roles.

    80586 Jobs in United States
    80586
    17 Jobs in Berwyn
    17
    Download Data Support Jobs Trends in Berwyn and United States

    Are You Looking for Data Support Analyst Job?

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Envestnet | Yodlee adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

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    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

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