Analyst, Client Data Migration

Vestwell•King of Prussia, PA

24d•$85,000 - $105,000•Hybrid

About The Position

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com We are seeking a highly technical and detail-oriented Client Data Migration Analyst to own and drive large-scale investment data conversions and block transitions onto the Vestwell platform. This role is responsible for managing complex, high-volume datasets received from prior recordkeepers, custodians, advisors, and investment managers, ensuring data accuracy, integrity, and successful implementation. This position sits at the intersection of investment operations, data analytics, and platform implementation. This role serves as a subject matter expert for conversion data, investment mappings, reconciliations, and exception management.

Requirements

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

Nice To Haves

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.

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