The Investment Product Consultant, a key member of the Solutions distribution team, will be responsible for supporting Envestnet sales organization expand PMC revenue through the promotion and bundling of PMC investment solutions and service. This role will support a regional sales team in an effort to promote and distribute the array of PMC / QRG products and services in

Support different facets of new product development and work in partnership with cross functional teams including portfolio managers to develop strategic plans and new product development. Conduct on going research on mutual funds, ETFs, and single asset class strategies such as equity SMAs. Conduct business related tasks/projects such as product research and competitive/

Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model Regularly publish detailed company reports and in depth notes aimed a

Personal Administrative Tasks (Manager Meeting, Team meeting Company events etc.) (5%). The position is research focused and has client facing responsibilities. Promptly and diligently answer client inquiries regarding covered companies. (Client and Media Interactions) (10%). Acquire a deep understanding of and outlook for covered companies and industries by gathering and

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, B