Financial Planning Test Analyst

| Greater NYC Area
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About LearnVest

LearnVest is redefining the American approach to personal finance. Our planners leverage financial technology to create simple, affordable, realistic plans for anyone who wants to feel confident about their money and optimistic about the future. 

 

Since launching in 2010, LearnVest has been one of the premier financial technology companies in the country, helping thousands of people make progress on their financial goals. LearnVest was acquired by Northwestern Mutual in 2015 and is now scaling its technology and personal finance approach to help millions of people across both the LearnVest and Northwestern Mutual brands. 


Description:

As a technical, hands-on financial planning analyst, you will be integrated into a softwaredevelopment team as a quality advocate that tests and analyzes the planning advice given by
a proprietary algorithm that is used to generate financial plans for our clients. The financial algorithm is
a piece that fits into large, web and mobile-based software projects and services thousands of clients
a month.

In addition to leveraging your financial planning background to ensure that our planning advice is
excellent by all measurable standards, you will be expected to learn (with provided time and training)
industry-standard software quality assurance practices and software development processes.

General milestones are the following:

  • Within the first month, demonstrate a broad understanding of our application as a whole and how the algorithm fits into individual pieces of software. Should also be able to demonstrate both a holistic and nuanced view of how the algorithm works. Training and guidance will be provided.
  • Within the first month, successfully complete the LearnVest planner training boot camp to understand our planning standards and how our planners interface with clients.
  • Within the first month, with guidance from the technical lead, be able to successfully demonstrate the ability to exhaustively test small portions of the algorithm and give valuable feedback / ask questions that show you grasp the software and basic testing concepts.
  • Within three months, pass the ISTQB Foundation Level exam for apprentice QA Engineers (see http://www.istqb.org/certification-path-root/foundation-level/foundation-level-content.html ( http://www.istqb.org/certification-path-root/foundation-level/foundation-level-content.html )) - sufficient time and training material will be provided.
  • Within five months, with minimal assistance from technical leads, be able to analyze new features or modifications to the algorithm and create a testing plan upon which you then execute.

Competencies

  • 5+ years of experience in financial planning
  • CFP® a huge plus.
  • Technical, must enjoy getting your hands dirty and be excited to learn about new technology.
  • Can move quickly. Everyone here is incredibly kind and extremely willing to share knowledge and a helping hand, but you have to be willing to take ownership of the outlined goals and make things happen.

Benefits

  • Fully stocked snacks, beer fridge, cold brew kegs, frequent catered lunches, company dodgeball team, and whiskey hours
  • Tuition reimbursement, commuter plans, and paid time off
  • Highly competitive compensation that includes base salary plus bonus
  • Medical/Dental/Vision plans, Matching 401(k), pension program
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Location

41 East 11th Street, 2nd Floor, New York, NY 10003

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