Investment Analyst - Vestwell
New York City, NY
About the Job
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
Vestwell is seeking an experienced Investment Analyst to join our team. In this role, you will act as a critical member in ensuring the accuracy and effectiveness of our portfolio and fund-level performance analyses while supporting internal teams and clients with insights. The ideal candidate will thrive in a dynamic, fast-paced environment, demonstrating technical expertise and a passion for delivering investment solutions.
Key Responsibilities:
- Work with our Portfolio Manager(s) to develop and assist in presenting illustrations using market, economic, and portfolio data to inform decision-making.
- Regularly update and maintain accurate investment factsheets, highlighting portfolio and fund-level performance.
- Assist in conducting due diligence and research on various investment vehicles, such as Collective Investment Trusts, Stable Value products, mutual funds, and ETFs delivered by investment strategists or insurance companies
- Act as a key point of contact for sales teams, clients, and other stakeholders, addressing inquiries regarding portfolio performance, investment strategies, and market conditions.
- Assist in providing ad-hoc and customized reports tailored for Workplace and State client
- Prepare detailed performance reports on a regular basis, including attribution analysis, risk metrics, and benchmarking comparisons.
- Assist and implement opportunities to improve portfolio analysis and reporting capabilities.
- Understand and communicate industry trends, market developments, and emerging investment strategies and solutions internally.
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field; CFA or equivalent certification preferred.
- At least 5 years of experience in an investment role, with a proven track record of delivering insights and performance analytics.
- Proficiency in using investment data analytics and portfolio optimization tools such as Morningstar Direct, Bloomberg, or similar platforms.
- Understanding of the retirement and/or state savings program landscape.
- Exceptional analytical skills, with attention to detail and the ability to distill complex data into actionable insights.
- Excellent communication skills, both written and verbal, with the ability to engage and influence diverse stakeholders.
- Self-motivated and adaptable, with a passion for working in a fast-paced, team-oriented environment.
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $100K - $120K. 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 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.