Careers
If you’re self-motivated and have an entrepreneurial spirit, Devenir may be the right place for you. As an emerging leader in the financial services industry, Devenir provides a wealth of opportunities for career development.
At Devenir, we encourage creative thinking with support and mentoring from experienced members. We’re looking for talented individuals with a proven track record of achievement. You must also have strong written and verbal skills, a willingness to work hard and a desire to contribute to the growth of our business.
If you are interested in a career at Devenir, please e-mail your cover letter and resume to [email protected].
Open Positions
Investment Analyst
The Investment Analyst gathers and analyzes financial information to create and support quality investment options for the Health Savings Account (HSA) marketplace.
Primary Responsibilities:
- Applies quantitative and qualitative analysis of mutual funds to determine suitability for presentation to internal investment committee.
- Prepares and presents periodic customized client presentations to client decision-making groups, management, and executive leadership
- Monitors developments in a holding’s underlying attributes that may alter the investment’s objectives/strategy.
- Review investment processes regularly to identify areas of process improvement.
- Assists in the data collection, analysis, and production of leading HSA industry research.
Required Skills:
- Understanding of broader financial market trends and economic principles
- Strong critical thinking, analytical and problem-solving skills.
- Ability to create practical insights from large amounts of data.
- Establish and nurture productive relationships with clients and mutual fund companies.
- Excellent interpersonal skills and the ability to work as a productive part of a team.
- Willingness to “roll up his/her sleeves” and work in a lean start-up like environment.
- Ability to present complex financial concepts in an easy-to-understand way.
Education and Experience:
- Bachelor’s degree in finance or related field required.
- 1-2 years of business experience, preferably in the investment field.
- Experience with defined contribution plans and mutual fund manager due diligence is considered a plus.
- General securities licenses or willingness to pursue CFA preferred.
Operations Specialist
The Operations Specialist is part of the Recordkeeping Operations team and assists with the operational processing of daily mutual fund investment transactions. The specialist processes incoming and outgoing daily files, trades, and debits and credits within tightly defined timeframes. The role requires the ability to reconcile daily trading and account activity, and the flexibility to be cross-trained to perform other tasks in a team environment.
Primary Responsibilities:
- Follows detailed operational procedures and completes assigned responsibilities in a timely manner
- Analyzes data in Microsoft Excel
- Escalates trade-related matters/questions in a timely manner to senior team members
- Thrives in a small, collaborative team environment
Education and Experience:
- High school diploma or equivalent is required. Associate’s degree in business is preferred
- Two years of business experience is required, preferably in a banking environment
At Devenir, we value diversity. We are an equal opportunity employer: we do not discriminate on the basis of race, religion, sex, color, national origin, gender, sexual orientation, age, marital status, disability status or any other protected characteristic under applicable law.
