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Vestwell

Product Analyst

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In-Office
New York, NY
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In-Office
New York, NY

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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

Who Are We Looking For?

VUDU (Vestwell Universal Data Utility) squad is looking for an experienced Product Analyst to join our team. You’re a great fit for this role if you are yearning to unleash your passion for numbers and accuracy to our stakeholders on their journey to use data smarter, and to get to insights faster. You must be passionate about utilizing data to make an impact in the refinement, evolution, and execution of our products. 

What Will You Be Doing?

You will be expected to work with senior product leads to breakdown and determine how a reporting solution can be created in the system's current state. 

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

  • Triage inbound requests
  • Write JIRA Epics and Stories
  • Organize requirements and success criteria for execution
  • Design data models and define queries
  • Document solutions in Confluence
  • Develop data-quality checks
  • QC testing
  • Generating output manually
  • Planning automation and testing
  • Coordinate and manage discussions with internal stakeholders

Requirements

The Necessities

  • Bachelor’s degree, or the foreign equivalent, in computer science, information systems product design, or closely related. 
  • Great interpersonal communication skills
  • 3 years of experience with the following (which may have been gained concurrently): SQL, Sigma/Tableau, Jira, Agile methodology
  • 5 years of progressive post-baccalaureate experience in the job offered, or closely related. 
  • 2 years experience in product development in client-driven scenarios.

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

The expected salary range for this position is $85-95K for New York, $80.75K-90.25K for Austin, and $76.5K-85.5K for Phoenix. 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.

OUR BENEFITS

We’re an innovative, high-growth company, 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 our Midtown Manhattan office, so everyone has a setting that is the most productive for them. 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 [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.

HQ

Vestwell New York, New York, USA Office

Vestwell's office is located near the heart of NYC. We're a short walk from Times Square and Bryant Park, with plenty of trendy (and tasty!) restaurants nearby.

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

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