QRG Portfolio Manager
Envestnet, Chicago, IL, United States
Description
Envestnet is seeking a QRG Portfolio Manager to join our Wealth Solutions department. This is a hybrid role, with in-office work required at our Berwyn, PA office location or in Chicago, IL.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry‑leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy
Deliver the industry‑leading wealth management platform, powered by advanced data and insights
Leverage our scale and efficiencies to serve our clients’ needs comprehensively
Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary QRG Capital Management, Inc. is a wholly‑owned unit of Envestnet, Inc., and focuses on providing quantitative investment management solutions, including direct indexing, to its clients in the wealth management space. QRG provides both equity and fixed income separate account strategies, and uses quantitative processes to systematically construct and manage its client accounts. According to Cerulli Associates, QRG is one of the largest direct index solutions providers.
Job Responsibilities
Portfolio Management: The portfolio manager is involved in the entire life cycle of our investment strategies, including portfolio design, construction, implementation and analysis. The portfolio manager is an integral member of the team conceiving of, and implementing, new equity, fixed income, and options strategy offerings.
Client Engagement: The portfolio manager will also be involved with interacting directly with our advisor clients. The portfolio manager will, among other things, be a primary point of contact for clients to inquire about our strategies; will provide strategy overviews to prospective clients; and due diligence briefings for existing clients.
Business Analysis/Product Support: The portfolio manager interfaces with internal teams to evaluate and support QRG’s product lines. The QRG team works closely with Marketing, Sales, Consulting, and Product Management to ensure our clients’ investment objectives and collateral needs are being met.
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
Bachelor’s degree; concentrations in Economics, Finance or related disciplines.
5 – 7 years of experience in investment research, portfolio construction/management, client interfacing, or a combination thereof.
MBA or equivalent postgraduate qualification is preferred.
A CFA designation (or substantial progress toward the designation) is a definite plus.
Previous exposure to other areas of investment management or capital markets, such as through previous work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity.
Excellent oral and written communication skills.
A high degree of intellectual curiosity.
High attention to detail.
Hard working and eager to be involved in a collaborative team environment.
Envestnet (Benefits)
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
Salary The annual base salary range for this position is $105,000 to $140,000.
Envestnet is an Equal Opportunity Employer.
#J-18808-Ljbffr
Envestnet is seeking a QRG Portfolio Manager to join our Wealth Solutions department. This is a hybrid role, with in-office work required at our Berwyn, PA office location or in Chicago, IL.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry‑leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy
Deliver the industry‑leading wealth management platform, powered by advanced data and insights
Leverage our scale and efficiencies to serve our clients’ needs comprehensively
Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary QRG Capital Management, Inc. is a wholly‑owned unit of Envestnet, Inc., and focuses on providing quantitative investment management solutions, including direct indexing, to its clients in the wealth management space. QRG provides both equity and fixed income separate account strategies, and uses quantitative processes to systematically construct and manage its client accounts. According to Cerulli Associates, QRG is one of the largest direct index solutions providers.
Job Responsibilities
Portfolio Management: The portfolio manager is involved in the entire life cycle of our investment strategies, including portfolio design, construction, implementation and analysis. The portfolio manager is an integral member of the team conceiving of, and implementing, new equity, fixed income, and options strategy offerings.
Client Engagement: The portfolio manager will also be involved with interacting directly with our advisor clients. The portfolio manager will, among other things, be a primary point of contact for clients to inquire about our strategies; will provide strategy overviews to prospective clients; and due diligence briefings for existing clients.
Business Analysis/Product Support: The portfolio manager interfaces with internal teams to evaluate and support QRG’s product lines. The QRG team works closely with Marketing, Sales, Consulting, and Product Management to ensure our clients’ investment objectives and collateral needs are being met.
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
Bachelor’s degree; concentrations in Economics, Finance or related disciplines.
5 – 7 years of experience in investment research, portfolio construction/management, client interfacing, or a combination thereof.
MBA or equivalent postgraduate qualification is preferred.
A CFA designation (or substantial progress toward the designation) is a definite plus.
Previous exposure to other areas of investment management or capital markets, such as through previous work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity.
Excellent oral and written communication skills.
A high degree of intellectual curiosity.
High attention to detail.
Hard working and eager to be involved in a collaborative team environment.
Envestnet (Benefits)
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
Salary The annual base salary range for this position is $105,000 to $140,000.
Envestnet is an Equal Opportunity Employer.
#J-18808-Ljbffr