Vestwell

Analyst, Client Data Migration

Vestwell(19 days ago)

HybridFull TimeSenior$85,000 - $105,000Investment Operations
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About this role

Vestwell is a New York–based fintech platform focused on retirement, education, and healthcare savings. The Client Data Migration Analyst role owns large-scale investment data conversions and serves as a subject matter expert for conversion data, investment mappings, reconciliations, and data integrity on the Vestwell platform.

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Required Skills

  • SQL
  • Python
  • Postgres
  • AWS
  • RDS
  • Sigma
  • Data Migration
  • Reconciliation
  • Data Validation
  • Automation

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Vestwell

About Vestwell

vestwell.com

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.

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