Data Support Analyst

Description

Job Location

The primary work location for this role is Berwyn with a hybrid work model.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its 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.

For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.

The Team You’ll Join

The Data Support Analyst role sits within Platform Operations supporting a collaborative and detail‑oriented team focused on ensuring the accuracy, integrity, and smooth flow of data across Envestnet’s platforms. The team closely partners with Product, Technology, and Operations stakeholders to support data changes, enhancements, and day‑to‑day operational needs. Team members are encouraged to ask questions, share insights, and work together to solve problems, making this a strong environment for someone who enjoys learning, teamwork, and applying a thoughtful, analytical approach to data support in a fast‑paced, evolving organization.

How You’ll Contribute

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.

• 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

What You’ll Need to Bring

• Bachelor’s degree or equivalent relevant work experience
• Working knowledge of the securities industry and investment vehicles
• Understanding of quality control methods and strong attention to detail
• Highly organized, flexible, and able to manage multiple priorities under pressure
• Strong analytical skills with sound judgment and practical reasoning
• Ability to adapt quickly to changing priorities and demands
• Collaborative team player with strong professionalism and diplomacy
• Excellent verbal and written communication skills; able to convey information clearly and concisely
• Strong math skills and ability to interpret verbal, written, and digital information
• Proficiency in Microsoft Word, Excel, and PowerPoint

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship

Our Investment in You

At Envestnet, our total rewards philosophy is designed to attract, motivate, and grow exceptional talent. We offer competitive, market-aligned compensation complemented with performance-linked incentives and rewards programs that recognize and reward impact.

We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.

We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.

Recruitment Fraud

At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.

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