humaninterest
Conversion Analyst
At a Glance
- Location
- United States
- Work Regime
- remote
- Experience
- 1–3 years
- Compensation
- alary for this position spans $24.76 - $30.04 per hour and represents the m
- Posted
- 2026-07-28T11:58:10-04:00
Key Requirements
Required Skills
Benefits & Perks
well as dental and vision insurance Competitive time off and parental leave
Requirements
Previous experience in reconciliation and/or parsing large data packets
A strong work ethic, proactively following up with our internal partners to complete the conversion process
Compensation & Benefits
More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as
BlackRock
,
TPG (The Rise Fund)
, SoftBank,
Responsibilities
As a Conversion Analyst, you'll be responsible for managing the intricate process of transferring retirement plan assets between recordkeepers.
You will collaborate with partner teams to ensure accurate data transfer, processing participant loans during conversions, and meticulously reviewing plan assets from multiple recordkeeping companies.
You'll work cross-functionally to meet customer needs, proactively monitor communication channels, and leverage your industry expertise to develop process improvements and operational efficiencies.
This role demands strong analytical skills, attention to detail, and the ability to identify and resolve complex operational challenges while maintaining a customer-centric approach.
Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation
Process and reconcile incoming plan assets from multiple recordkeeping platforms
Team
The Conversion Analyst team ensures accurate and timely investment of incoming monies from other Recordkeepers. We review all the information received from the previous Recordkeeper not only to invest participant monies, but also to set up active loans and document additional information necessary to continually service the converting retirement plan effectively.