Optimization Analyst at Personal Capital

| Greater Denver Area
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Optimization Analyst 
 

About Us: Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $650 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $11 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta. 
 
For more information on Personal Capital, please visit personalcapital.com. 
 
The Role: The ideal candidate is an expert with proven Operations experience driving operational architecture and organizational efficiency in a high growth company. The Optimization Analyst will provide strategic and operational support to the Advisory Organization. Key responsibilities include working with Management to execute on large projects as well as designing and maintaining reports, and handling select day-to-day flow of requests from all areas of the business. 
 
 
Responsibilities: 
 
• Participate in the planning and execution of new initiatives impacting Advisory

• Execute the day-to-day flow of requests from all areas of the business

• Coordinate with Marketing, Product, Technology, and Operations on projects and tests to serve existing clients and drive additional business

• Conduct the full suite of analyses to uncover insights about our processes: Cohort Analysis, Funnel Analysis, Data/User Segmentation, etc.

• Conceptualize and maintain key performance reports and dashboards alongside the Business Intelligence Team

• Design and analyze A/B tests to drive KPI improvements

• Coordinate operational needs to support special initiative new hire onboarding

• Oversee a variety of “run the business” tasks focusing on automation and efficiency to drive scale


 
Qualifications:
 
 
• Must have in-depth knowledge of and passion for managing and improving Operations

• Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field

• Proven experience in Operations, ideally in a direct to consumer industry

• Familiarity with Salesforce required

• Familiarity with Tableau preferred, but not required

• Excellent attention to detail, organizational, and follow-up skills

• Comfort working on multiple projects simultaneously and ability to change focus quickly

• Knowledge in analysis of business process, workflow, and modeling

• Ability to take direction and work with autonomy

• Ability to work closely with Senior Management and maintain strict levels of confidentiality

• Ability to exhibit strong decision making supported by quantitative data and qualitative rationale

• Strong verbal, written, and listening skills

• Strong interpersonal skills, team-oriented, and collaborative

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • ExpressFrameworks
    • Node.jsFrameworks
    • MySQLDatabases
    • AWSDatabases
    • JIRAManagement
    • SalesforceCRM
    • MarketoLead Gen

Location

Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!

Will

Sr. Recruiter

How do you collaborate with other teams in the company?

I work with and rely on Data Engineering to provide the data architecture needed for my analyses. I brainstorm promotion ideas with Sales, Marketing, and Product and track results in real-time. My insights and recommendations get presented to upper management to evaluate and implement, ultimately providing business intelligence using data.

Chris

Business Analyst

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.

Jordan

Recruiter

How do you make yourself accessible to the rest of the team?

To make sure I'm regularly formally connecting with each member of my team, I schedule bi-weekly check-ins to see how they're feeling about everything from day-to-day challenges to long-term opportunities they want to tackle. In addition to that, we have an open work environment and I sit right in the middle of my team!

Danielle

Manager | Senior Financial Advisor

How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.

Meghan

Director of Human Resources: Talent Acquisition, Development, and Retention

What are Personal Capital Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Personal Capital provides 4 weeks of parental leave. In addition, Personal Capital offers supplemental wage replacement for employees who elect to utilize a paid pregnancy disability leave plan.
Adoption Assistance
We offer up to four weeks of wage replacement options for employees on parental leave following adoption.
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Professional Development Benefits
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes Cross-department program, Career mentoring.
Online course subscriptions available
Customized development tracks
Paid industry certifications
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