Investments Analyst

Who We Are

Ellevest is a fast-growing, venture-backed financial services start-up built by women, for women. Our mission is to get more money in the hands of women, no matter where they’re starting or how far they’ve come. We started by building the only gender-aware online investing platform that takes totally un-ignorable realities (like pay gaps, different salary curves, and women’s longer lifespans) into account. Then we added banking, learning, and money and career coaching services for Ellevest members, plus a full-service private wealth management service that helps high net worth people, families, and institutions align their financial power with their values.

Ellevest was co-founded by Wall Street veteran Sallie Krawcheck after she realized that the financial services industry was built by men, for men, systemically leaving women behind. During her Wall Street days, she served as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citi. Ellevest has raised $145 million from investors including Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, and Venus Williams.

Diversity, Equity & Inclusion

Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, make better decisions, and lead to greater employee engagement. When hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to our team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About This Position

As an Investments Analyst at Ellevest, you will work closely with our CIO and Impact Alternative Investment managers to analyze, track and reconcile ongoing investment performance. Our impact alternative investments are a key differentiator in our investments offering and this role will help support continued growth as we expand. You will work cross functionally with the Private Wealth Management and Operations teams to track and communicate anticipated client interest and commitments to managers. You will work with members of our marketing organization to create marketing assets and impact reports on a recurring basis. You will work with the Investment team to implement and monitor client portfolios to ensure clients are tracking towards their target asset allocations and financial goals across our membership and Private Wealth offerings. This is a full-time position on our remote-first team.

Day-to-day you will:

• Work with our CIO in coordination with third-party Alternative Investment managers to collect, organize, and communicate critical information for the broader PWM team.
• Track performance for Alternative Investments on a regular basis and investigate any discrepancies between client and expected manager performance.
• Create new processes to ensure critical information remains current for Alternatives managers.
• Stay up to date on strategies by attending, summarizing, and reporting out on manager update calls.
• Help Portfolio Managers on the Investments team with various portfolio monitoring tasks related to drift monitoring, rebalancing, trading, etc.
• Proactively communicating with Financial Advisors and collecting feedback on portfolio changes.
• Work with Portfolio Managers on various tasks related to client portfolios across both Private Wealth and membership service offerings.

We’re looking for:

• At least 1-3 years of work experience in an analyst and/or associate position within financial services.
• Interest in and general knowledge of financial markets and asset classes.
• Outstanding communication skills.
• Strong problem solving skills and are a self-starter who is intellectually curious and creative.
• Passion for our mission and impact investing.

Working at Ellevest

Ellevest was founded in New York City, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of real women every day.

We’re also dedicated to building a work environment where everyone on our team can grow and thrive, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more.

Do you think you could thrive in this role?

Please send us your application — even if you don’t check every single box. No two people’s career paths look exactly alike, and skill sets come in many different forms. We can’t wait to hear about yours.