Description

Job Location

The primary work location for this role is Trivandrum 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

You’ll be joining the Finance FP&A; team—a lean, high-capacity group that delivers financial data, analysis, and reporting that drive decisions across the organization. The team provides financial visibility and KPIs to business owners, executive leadership and our sponsors, covering asset flows and revenue planning & forecasting, variance analysis,



and performance insights across Envestnet’s core wealth business. We operate with a high degree of ownership and a solid bias toward empowering data-driven decision making at all levels of the business.

How You’ll Contribute

We’re looking for a financial data and business intelligence analyst to strengthen and enhance Envestnet’s asset-based reporting capabilities. In this role, you’ll deliver high-quality data infrastructure, reporting, and financial insights that support the organization’s financial objectives and long-term strategy.

Own end-to-end reporting for Asset Based metrics, including tracking, revenue attribution, fee schedules, and platform-level performance analysis
Assist in design, development, and maintenance of recurring dashboards and reports that provide visibility into asset flows, billing, and growth trends across Envestnet platforms
Partner with business stakeholders to translate evolving reporting needs into scalable analytical

📌 Financial Analyst II (Thiruvananthapuram)
🏢 Envestnet
📍 Thiruvananthapuram