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 790,000 businesses and more than 2.75 million active savers, with over $57 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

Who Are We Looking For?

Vestwell is expanding and we’re keen to find and hire a new analyst onto our data squad. Are you good with numbers? Do you ask lots of questions to understand something to its root? If you answered in the affirmative, then maybe you have what it takes to join VUDU squad. Our team is passionate about data and logic, and we cover every aspect of data analysis and observational reporting from AI-powered BI agents to enterprise feed automation.

We’re looking for someone who loves to solve problems and wants to learn how to build out great data-product solutions. You will work with senior members of the squad translating end-user needs into focused, actionable steps that result in timely solution deliveries. You will learn and execute our requirement-intake processes, and implement new solutions using our data stack to solve for those requirements. But that is just the start, while you learn our process, you will be expected to carry forward your knowledge and work with the larger team learning to build AI-powered solutions that scale for long term growth and expand our group’s bandwidth across the organization.

If you are someone who dives into whatever challenge is placed in front of you, you will find endless challenge at Vestwell on the VUDU squad; the good kind that leaves you a little winded but much the wiser. We are not an old-school financial company. We are disruptors. We use state of the art tools and we work to win.

What Will You Be Doing?

• Understand project goals and stakeholder requirements; identify opportunities; and translate inputs into buildable features with clear executions

• Effectively communicate and share plans and decisions: in and out, up and down

• Partner with developers to break down product requirements into discrete tasks with clear functional requirements/acceptance criteria

• Assist QA team in understanding the appropriate positive and negative test cases to ensure test coverage and a high level of code quality

• Provide iterative feedback to the development team, including identifying bugs and assisting in resolution

• Complete functional testing and provide initial product sign-off when features are ready for end-user verification

Requirements The Necessities

• College degree

• Business / Math degree

• Ability to thoroughly understand and document business/functional requirements and use cases

• Working understanding or the SDLC

• Ability to work in a fast-paced, project-oriented environment to meet deadlines under tight time constraints

• Ability to work independently as well as collaboratively within a team environment consisting of Product, Engineering, and QA resources

• Excellent communication skills, both in verbal and written formats

• Must have the ability to interface with internal stakeholders

• Experience with SQL, must be able to read it and write it to some provable extent

This role will be based in either the New York, Austin, King of Prussia, or Scottsdale office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $70K - $80K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Full-Time Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from [email protected] 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.