Sr. Investing Associate, Investing Strategy
Betterment
New York, NY, USA
4 weeks ago
Salary
$110k - $130k Experience
2-5 years Type
Full-Time Strategy
Other Team
Investing Firm AUM
-- Betterment is looking for a Sr. Investing Associate to join their team in New York. In this role, you’ll be involved in investment research and portfolio management processes. You’ll work closely with various teams to enhance their investment offerings and contribute to market commentary. This position offers a chance to make a real impact in a company dedicated to improving financial wellness.
What You’ll Do
- Contribute to investment research and prepare market commentary.
- Run team processes related to portfolio management and monitoring.
- Collaborate with various teams to create data for product launches.
- Maintain and optimize reporting pipelines and analytics infrastructure.
What You Need
- 2-5 years of experience in financial services.
- Experience in the retirement industry is a plus.
- Familiarity with FactSet and/or Bloomberg.
- Basic coding skills in R, Python, or SQL.
- Experience with Git is advantageous.
- Strong communication skills, both verbal and written.
What You’ll Love
- Competitive salary and equity package.
- Comprehensive health, dental, and vision benefits.
- Flexible paid time off policy.
- Opportunity to work in a supportive and inclusive environment.
About the Firm
- Betterment is a tech-driven financial services company.
- They focus on making investing and retirement solutions accessible.
- Headquartered in NYC with a hybrid work model.
- They are committed to improving financial outcomes for their clients.
