Sr. Investing Associate

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission: making people’s lives better. We’re headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office).

 

About the role

Betterment’s Investing Team provides the domain expertise required to build and manage Betterment’s investment portfolios and financial advice tools. Integrated closely with the Capital Markets, Operations, Engineering, and Product teams, we engage in rigorous R&D and iteration to create long-term value for our clients and business. As a Sr. Investment Associate, you will primarily be responsible for contributing to investment research and the preparation of market commentary, portfolio updates, and investment education across internal and client channels. You will also be responsible for running team processes related to portfolio management and monitoring and will report to the Sr. Investment Strategist. 

We’re seeking someone analytically minded, with a deep passion for financial markets and making investing better, combined with a strong attention to detail. To be successful in this role, you will be curious and hands-on. You will be joining a team that cares deeply about the product, doing the right thing, and motivating others to always keep the common goal in mind. This role will also provide exposure to each of Betterment’s retail customer, financial advisor, and 401(k) plan sponsor lines of business.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees. 

• New York City: $110000 - $130000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus.  For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly.

A day in the life

• Be a key curator of data. You will build and maintain the reporting layer of our team’s data environment to make data standardized, easily accessible, and performant
• Work closely with Product Engineering and our stakeholders to create the data needed to market and measure the success of our product launches
• Maintain and optimize monitoring and alerting for our company’s reporting pipelines and analytics infrastructure
• Partner with our Finance team to curate the data pipelines necessary to understand how our businesses are performing
• Find ways to spread knowledge and increase data literacy across the organization
• Think about scale and new technologies that will enable us to achieve a high level of efficiency for our data platforms

What we’re looking for

• 2-5 years of experience in financial services
• Retirement industry experience is advantageous
• Experience with FactSet and/or Bloomberg
• Some familiarity with writing basic code in languages such as R, Python, or SQL
• Experience with Git and is advantageous 
• Agility and resourcefulness 
• Clear and effective communication skills (both verbal and written)
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What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

 We invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transg