Vestwell · 11 hours ago
Analyst, Client Data Migration
King of Prussia, PA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $105K/yr
2+ years expVestwell is a financial technology company powering the new savings economy, based in New York City. They are seeking a highly technical and detail-oriented Client Data Migration Analyst to manage large-scale investment data conversions and ensure data accuracy and integrity on the Vestwell platform.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
Leading block investment conversions involving large, multi-plan datasets from external recordkeepers and custodians
Analyzing, validating, transforming, and reconciling investment and position-level data using Python and other appropriate techniques
Designing and executing reconciliation logic to validate balances, share quantities, pricing, fund mappings, and historical data
Partnering with implementation, sales, and client teams to define investment lineups, mapping strategies, and conversion approaches
Acting as the primary technical contact for custodians, prior recordkeepers, fund companies, and advisors to resolve data discrepancies and exceptions
Developing and maintaining scripts and queries to automate data ingestion, normalization, validation, and exception reporting
Establishing scalable data quality controls, audit checks, and conversion sign-off processes
Managing and tracking conversion risks, defects, and remediation efforts across multiple plans and vendors
Supporting investment setup and onboarding at scale, ensuring alignment with platform, custodial, and program requirements
Overseeing post-conversion validation of investment performance data, fact sheets, and reporting outputs
Driving continuous improvement by identifying inefficiencies and implementing automation, tooling, and standardized workflows
Serving as a technical escalation point and mentor for associates supporting investment data and conversion workflows
Leading post-conversion reviews, root-cause analyses, and documentation of lessons learned
Qualification
Required
2+ years of experience in investment operations, data operations, conversions, or financial services
Direct experience supporting large-scale data migrations or block conversions, preferably in a recordkeeping or custodial environment
Advanced proficiency in SQL, including complex joins, aggregations, reconciliations, and data validation
Strong hands-on experience using Python for data analysis, transformation, automation, and reconciliation (e.g., pandas, numpy)
Working knowledge and experience with Postgres or similar relational database
Familiarity with AWS and AWS services such as RDS
Proficiency with BI tools, such as SIGMA
Solid understanding of investment data structures (funds, share classes, tickers, CUSIPs, pricing, positions, balances)
Proven ability to work accurately through high-volume, highly detailed datasets under strict timelines
Strong communication skills with the ability to translate technical data issues into clear business context
Demonstrated ability to manage multiple conversions simultaneously while maintaining data integrity and audit readiness
Preferred
Experience working with custodial or recordkeeper data feeds (positions, pricing, transactions, or performance)
Familiarity with retirement plan conversions, blackout periods, and cutover coordination
Experience building repeatable reconciliation frameworks or operational dashboards
Exposure to audit, compliance, or data governance standards within financial services
Prior experience acting as a technical lead or subject matter expert within an operations team
Prior experience working with snowflake and/or other data warehouses
Prior experience working with AI tools
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
201-500 employees
H1B Sponsorship
Vestwell has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (5)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
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