Product Analyst, Vestwell
$80.8-95k
Salary dependent on location
3-4 days a week in office
The modern savings platform
Open for applications
The modern savings platform
201-500 employees
Open for applications
$80.8-95k
Salary dependent on location
3-4 days a week in office
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- VUDU squad is looking for an experienced Data Analyst to join our team. You’re a great fit for this role if you feel held back by spreadsheets and vlookups, and are yearning to unleash your passion for numbers and accuracy with a team of Product professionals who are best in class
- You must be passionate about utilizing data to make an impact in the refinement, evolution, and execution of our products. We have engaged clients who are hungry for information
- Bachelor’s degree, or the foreign equivalent, in computer science, information systems product design, or closely related
- 5 years of progressive post-baccalaureate experience in the job offered, or closely related
- 2 years experience in product development in client-driven scenarios
- 3 years of experience with the following (which may have been gained concurrently):
- SQL
- Sigma/Tableau
- Jira
- Agile methodology
What the job involves
- Product. Reporting products to be more specific. 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
- You will need to coordinate and manage discussions with internal stakeholders whom you don't necessarily work with on a daily basis
- 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
Application 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
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. And programs like the Amazon Delivery Service Partner pooled employer plan and state-run auto-IRA initiative show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(Founder & CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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