Senior Associate
Investment Operations
Posted on 4/3/2024
Vestwell

201-500 employees

Fintech engine powering savings and investment programs.
Company Overview
Vestwell stands out as a leading fintech firm, providing cost-effective savings and investment programs to small businesses and individual savers, managing $27 billion in assets across all 50 states. The company's culture is centered around financial wellness, offering flexible solutions for retirement, education, and healthcare savings. With its SEC-registered subsidiary, Vestwell Advisors LLC, the company also provides investment management services, making it a comprehensive platform for financial planning.
Fintech

Company Stage

Series D

Total Funding

$289.9M

Founded

2016

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

15%

1 year growth

39%

2 year growth

42%
Locations
Austin, TX, USA • New York, NY, USA • Phoenix, AZ, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
SQL
Excel/Numbers/Sheets
CategoriesNew
Asset Management
Investment Banking
Private Equity
Finance & Banking
Requirements
  • The ability to understand the \
  • Excellent communication skills across internal stakeholders and external partner groups
  • Passion for learning and applying new concepts, and bridging information where continued process-development is key
  • The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
  • Strong technical proficiency using Excel and process management tools
  • Intermediate SQL skills
  • Previous experience within financial services, with a focus on investment operations and fund implementation
Responsibilities
  • Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform; this includes both cost and asset class coverage analysis
  • Coordinating with our custody partners to ensure a seamless new plan onboarding process
  • Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans
  • Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
  • Ensuring investment options are in sync with the respective programs
  • Ensuring investment performance and fact sheets are updated regularly
  • Participate in key quality assurance processes