Data Analyst

Vestwell; New York, Austin, King of Prussia, Scottsdale (NY, TX, PA, AZ); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Hybrid work model

401(k) plan

Job summary

Vestwell is expanding its data squad and seeking a data analyst to translate end-user needs into actionable data-product solutions. You will learn our intake processes, build solutions using our data stack, and collaborate with senior team members to scale AI-powered data solutions for long-term growth.

You will work with Product, Engineering, and QA to understand goals, document requirements, and deliver timely features.

Qualifications

• Bachelor's degree in business/math or equivalent.
• Strong ability to document requirements and use cases.
• Experience with SDLC understanding and agile processes.

Responsibilities

• Understand project goals and translate inputs into buildable features with clear executions.
• Communicate plans and decisions effectively up and down the org.
• Partner with developers to break down product requirements into tasks with acceptance criteria.
• Assist QA in defining positive/negative test cases for coverage and quality.
• Provide iterative feedback and help resolve bugs.
• Complete functional testing and sign off features for end-user verification.

Skills

SQL

Communication

Education

Business / Math degree

Job description

New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ

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

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

• 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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Vestwell’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.