Senior Data Analyst

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Duties

Breaking down the building blocks of a statistic and explain the interdependencies and limitations from a reporting-logic perspective. Expressing complex statistical relationships and what they mean to the business. Collaborating cross-functionally to generate and evaluate ideas and deliver on them. Display proficiency in quantitative analysis, use reporting systems and analytics applications and tools.

Day-to-Day, You May Also Be Expected To:

• Managing inbound product requests
• Organizing requirements and success criteria for execution
• Designing data and logic solutions
• Documenting solutions for review
• Developing data-quality checks
• Generating output manually/systematically

May work remotely from anywhere in the U.S.

Requirements

Requires a Bachelor’s degree, or the foreign equivalent, in computer science, information systems product design, or closely related. 5 years of progressive post-baccalaureate experience in the job offered, or closely related. 5 years of experience with the following (which may have been gained concurrently): SQL; Postgres, Tableau, Jira, Agile methodology. Also requires 2 years’ experience in management and product orchestration in client-driven scenarios.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.