Senior Data Analyst, Betterment
$105-130k
+ Equity + Company Incentive Bonus
More information about location
3 days a week in office
Banking and investment app
Open for applications
Banking and investment app
501-1000 employees
Open for applications
$105-130k
+ Equity + Company Incentive Bonus
More information about location
3 days a week in office
501-1000 employees
Company mission
To make people’s lives better.
Role
Who you are
- 3-5 years of experience in a data-focused role such as Data Analyst or Data Scientist
- Strong SQL skills to efficiently pull insights from our Redshift datawarehouse
- Working knowledge of R, Python, or similar programming for statistical analysis
- Experience using BI tools such as Metabase, Looker, or Tableau to build reports and dashboards
- A powerful combination of technical expertise, curiosity, business acumen, and a willingness to dig deep into data to surface insights
- Strong communication skills with the ability to clearly explain findings to both technical and non-technical stakeholders with an openness to feedback and desire to learn
- Exposure to event data and dbt is a plus, but not required
What the job involves
- At Betterment, we work hard to maximize every dollar our customers have entrusted to us
- Data plays a critical role in nearly all of our pursuits and operations — it is core to how we prioritize the focus of hundreds of engineers, product managers, and designers, how we allocate resources to different customer acquisition channels, how we efficiently run the operations of a business that manages over $50 billion dollars of our customers’ money, and much much more
- The Analytics team drives impact across all areas of Betterment, partnering with teams to shape strategy, identify opportunities, and influence product decisions that deliver the best experience for our customers
- Projects range from building intuitive dashboards that provide a pulse on the business to performing deep dives into customer behavior that uncover game-changing insights and turning those deep dives into clear, actionable recommendations for stakeholders
- As a Senior Data Analyst, you will contribute directly to Betterment’s success by conducting thoughtful data-driven analyses and delivering insights that inform business and product decisions
- You will work closely with stakeholders in marketing, product, and operations to analyze performance, define success metrics, and surface trends and opportunities
- You will regularly perform complex analyses, build thoughtful dashboards, and identify key trends in our data, helping teams make smarter decisions and laying the groundwork for long-term value for our customers and the company
- Perform deep-dive analyses to identify trends and translate them into actionable insights on customer behavior and product performance
- Develop advanced dashboards and research reports that tell compelling stories to help cross-functional teams monitor business performance and make key decisions
- Collaborate with product managers and engineers to define event tracking, run A/B tests, and evaluate feature outcomes
- Lead cross-functional analytical projects working with stakeholders across product, marketing, finance, and operations to support strategic initiatives, while proactivity identifying new opportunities and areas for analysis
Application process
- We’ll take a few weeks to review all applications
- If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues
- In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators
- Many of our questions will be aimed at understanding how you might operate here at Betterment
- Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions
- On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency
- As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision
- Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process
- We recognize that interviewing for a new role is a big deal
- We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Our take
Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.
The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.
Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-6% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2021
$60m
SERIES F
Jul 2017
$70m
SERIES E
Total funding: $335m
Company benefits
- Health and wellness: Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.©
- Generous time off: We encourage you to take time off (seriously) and get the rest you need to do your best work.
- Paid parental leave: We welcome new additions to your family with 12-18 weeks of parental leave.
- Matching benefits: We offer a 401(k) match and a match on qualified student loan payments
- Equity: Gain stake in Betterment’s success with company equity grants.
- Free food: Snacks, beverages, and catered lunches at our NYC HQ
- Long-term health resources: We provide LGBTQIA+ transition and fertility support.
- Find your community: Make connections through seven employee affinity groups and a social calendar of hybrid events.
Company HQ
Flatiron District, New York, NY
Leadership
Jonathan Stein
(Board Member)After studying Economics at Harvard, Jonathan worked as a Consultant at First Manhattan Consulting Group for over 4 years. He founded Betterment in 2007, serving as CEO until 2020 when he stepped down to Chairman of the Board.
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