Analyst, Vestwell Advisors at Vestwell

New York, New York, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Strong knowledge of the asset management industry, economy, equity and fixed income markets
Experience with portfolio analysis, asset management, refinement, execution, and due diligence of investment products
Ability to manage multiple projects under time constraints
Excellent communication and interpersonal skills
Strong analytical capabilities and financial analysis skills
Strategic acumen and operational excellence

Responsibilities

Monitor market dynamics and macroeconomic trends to ensure portfolios are optimally aligned with the firm’s market outlook
Support the Senior Portfolio Manager to strategically scale and refine Vestwell’s investment offerings
Design and implement robust investment strategies
Monitor existing portfolios through analysis, reporting, and creative thinking
Drive continuous refinement, evolution, and execution of investment products and services
Conduct financial analysis on existing and hypothetical client portfolios
Build consensus across various stakeholders
Cultivate relationships across multiple organizational levels and departments
Ensure alignment with Vestwell’s overarching strategic vision
Contribute to service excellence and revenue growth

Skills

Vestwell

Digital platform for modern retirement plans

About Vestwell

Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

New York City, New YorkHeadquarters

2016Year Founded

$231MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

Hybrid Work Options

401(k) Retirement Plan

Performance Bonus

Company Equity

Risks

Increased competition from Ascensus in the state auto-IRA market.

Ameritas and Pontera partnership may divert clients seeking integrated financial services.

Dependence on John Hancock partnership could pose risks if challenges arise.

Differentiation

Vestwell offers a comprehensive digital platform for retirement plan management.

The company provides customizable investment options tailored to individual employee needs.

Vestwell integrates fiduciary services to limit employer liability in retirement plans.

Upsides

Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.

Collaboration with John Hancock Retirement boosts market presence and credibility.

$125 million Series D funding supports platform expansion and service enhancement.

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