Data Analyst II

Envestnet, Inc.
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Job Description


Envestnet is seeking a passionate and talented Data Analyst II to join our Product team. 

Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

Envestnet is looking for a Data Analyst II to work with our Product Team to achieve strategic objectives around data quality and enrichment. As a Data Analyst II, you will support the development of data-driven, analytical solutions related to our Transaction Data Enrichment (TDE) platform and perform effective evaluation of output quality against business targets.

Job Responsibilities:

  • Work collaboratively with stakeholders (Product, Data Science, Sales, Professional Services, and Client Services) in the delivery of analytics that will strengthen our enrichment products and reduce client support requests
  • Monitor platform performance and calculate accuracy metrics
  • Collaborate with Product Management, Data Science, and Engineering teams to define, scope, and develop new features & functionality geared towards the TDE platform
  • Provide clear, insightful interpretation of available internal and external data
  • Drive the increase in population and accuracy metrics
  • Use data to create models that depicts trends
  • Perform data quality and accessibility testing and verification of data sets
  • 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:

  • 3+ Years of experience in Data Analysis and/or Data Science
  • Strong SQL skills and experience with Redshift
  • Familiarity with, or the desire to learn, Python / Jupyter Notebooks
  • Familiarity with machine learning a plus
  • Experience manipulating and analyzing large and complex data sets
  • Understanding of data quality (DQ) concepts, sampling methodologies, and familiarity with DQ tools/methods
  • Passion for working with data & a strong attention to detail
  • The ability to identify trends and patterns of information
  • An understanding of general landscape for data science and big data opportunities

About Us:

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships. 

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

Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation 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
  • Equity 
  • Parental Stipend 
  • Tuition Reimbursement
  • Student Debt Program
  • Charitable match 
  • Wellness Program
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences
  • The best work locations with unlimited snacks!


The annual base salary range for this position is $66,000 to $90,000.

Company Info.

Envestnet, Inc.

Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management technology and products to financial advisors and institutions. Their flagship product is an advisory platform that integrates the services and software used by financial advisors in wealth management.

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Envestnet, Inc. is currently hiring Data Analyst Jobs in Raleigh, NC, USA with average base salary of $66,000 - $90,000 / Year.

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