Business Analyst - Zoe Financial : Job Details

About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table. Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor Luminaries' 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia. About the Role As a Business Analyst at Zoe, you'll play a critical role in solving complex problems across the business. You'll work closely with leadership to run analyses, structure insights, and support initiatives across Product, Sales, Marketing, and Operations. This is a highly autonomous, high-impact role for someone who wants visibility into how decisions are made at a high-growth startup - and the opportunity to shape them through data and insight. Location: NYC (Work 5 days a week in Midtown office). Reports to: Director of Business Operations. Level: Analyst. We're Excited About You Because...

• You're a structured thinker with strong analytical skills and a knack for simplifying complexity.
• You're sharp, curious, and resourceful - the kind of person who chases down answers and doesn't stop at the first one.
• You're fluent in Excel / Google Sheets for data analysis and comfortable writing SQL queries to extract and manipulate data.
• You have experience with BI tools like Looker, Tableau, or Mode (or are eager to learn).
• You're always looking for leverage - whether that's building a script, redesigning a workflow, or automating a task with AI.
• You're comfortable in ambiguity, thrive on autonomy, and like working on things that haven't been fully scoped.
• You're energized by solving problems that cross functions and don't fit neatly into a single domain.

Requirements

• Bachelor's Degree in Computer Science, Mathematics, Economics, or a related field.
• 0-2 years of experience in a high-ownership role (startups, finance, consulting, operations, etc.).
• Ability to thrive in a fast-paced, dynamic environment and juggle multiple priorities.
• Strong attention to detail and a bias for action.

Nice to Have

• Experience with Python or JavaScript.
• Familiarity with data warehouses (Redshift, Snowflake, BigQuery).
• Experience with Google Analytics and/or Google Tag Manager.

You'll Love Working at Zoe Because We...

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are passionate about our clients and live/breathe the client experience.
• We hire A players. So you will be surrounded by the 'Navy Seals' of their craft that will push you to improve.
• Are a technologically and data-driven business.
• Offer competitive salaries and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

Benefits

• Estimated Base Salary Range: $65,000 to $80,000 depending on experience, location, skills, training, certifications, and education.
• Healthcare, Dental & Vision Coverage
• Commuting & Gym benefits
• 401(K)
• Opportunity to shape the culture of a fast-growing company as an early team member.
• Annual company offsite in New York City for our Colombia-based team - travel expenses covered!
• Three weeks PTO
• Breakfast provided on Tuesdays, Lunch provided on Fridays

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