Vestwell is seeking an experienced Investment Analyst to join our team. In this role, you will act as a critical member in ensuring the accuracy and effectiveness of our portfolio and fund-level performance analyses while supporting internal teams and clients with insights. The ideal candidate will thrive in a dynamic, fast-paced environment, demonstrating technical expertise and a passion for delivering investment solutions.
Key Responsibilities:
Qualifications:
This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $100K - $120K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
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