---
title: 'Senior Business Analyst at Capitalize'
canonical: 'https://feeny.ai/job/senior-business-analyst-capitalize-new-york-8zttm943vxm6'
type: 'job'
last_seen: '2026-09-08'
---

# Senior Business Analyst at Capitalize

- **Company:** Capitalize
- **Location:** New York, NY
- **Posted:** 2026-04-09
- **Last confirmed live:** 2026-09-08
- **Apply:** https://www.hicapitalize.com/careers/opportunity/?gh_jid=5894004004

## Job description

About Us:

Capitalize is a mission-driven company solving critical problems in the $20 trillion retirement savings market with delightful products, scalable technology, and a world-class team.

At our core, we’re modernizing the $1 trillion in retirement account transfers (401(k) rollovers) that happen annually and currently involve manual, paper-based processes. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets rather than lose them to fees and taxes.

Our Enterprise offering includes a full suite of enterprise-grade APIs used by leading financial institutions to help their users find and transfer retirement accounts as part of their core funding flows. Our Consumer offering helps individuals digitally locate forgotten 401(k)s and consolidate them into one of our brand-name financial partners.

We’ve raised $35mm from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US.

What You'll Do:

Our business is growing quickly, and that growth requires a clear view of moving pieces and how to optimize our platform in real-time. We’re looking for someone who can turn data into actionable insights. In this role, you’ll work closely with the data analytics lead, partnerships, operations, and members of the leadership team to connect partner activity, pipeline trends, and operational capacity so the business can scale predictably and efficiently.

- Own the weekly business performance review by synthesizing pipeline trends, partner activity, and operational data into clear, decision-ready updates for the leadership team
- Be the connective tissue between partnerships, operations, and analytics - translating what’s happening in the data into actions each team can actually use
- Build and maintain a forward-looking demand and revenue forecast.
- Spot where the funnel is underperforming, whether in conversion, throughput, or partner effectiveness, and partner cross-functionally on the right solutions.
- Bring generalist analytical horsepower to high-priority business problems as they arise. The scope of this role will grow with the company.

If you're the kind of person who reads a dashboard and immediately starts asking "why" - this role is for you. You'll sit at the intersection of data, strategy, and execution, with direct visibility into how the business is performing and real influence over where it goes next. This isn't a reporting function. The work you do here will shape how leadership makes decisions, how partners operate, and how the company scales.

What You'll Bring:

- Strong analytical ability and business judgment. You’re comfortable working with data and able to connect analysis to real business outcomes, focusing on the factors that truly drive performance.
- Solid SQL and data analysis skills. You can query data, explore patterns, and build analytical models. You won’t need to build pipelines - the data infrastructure already exists.
- Experience analyzing end-to-end funnels or pipelines. You’re familiar with key funnel metrics and analytical approaches such as cohort analysis, funnel stage conversion, drop-off analysis, and growth or lifecycle analytics.
- Cross-functional collaboration experience. You’ve worked closely with teams such as partnerships, operations, and analytics to translate insights into actions that deliver measurable business outcomes.
- Clear and effective communication. You can explain trends and insights in a way that helps stakeholders quickly understand what matters and what to do next.
- Strong structured thinking. You’re comfortable working with ambiguous or imperfect data and can organize messy inputs into clear frameworks and actionable insights.
- Familiarity with AI-assisted analytical tools. You’re comfortable using modern AI tools to accelerate analysis, explore data more efficiently, and surface insights faster.

Benefits We Offer:

- Competitive compensation and equity in the company
- Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
- 401k plan access
- Unlimited paid time off
- 12 weeks of fully-paid parental leave

Compensation range:  $110k–$140k base salary, depending on experience

Note: This role is hybrid based in NYC, with a requirement of at least 3 days in-office.

We’re a mission-driven company focused on doing what’s right - for our customers and for our team. That means assembling a group of diverse, hardworking people who want to be their best in a setting that’s open and inclusive for all. We’re committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like skill sets and experiences. We believe that a diverse, equitable and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build!

## About Capitalize

## Company Overview
- **One-liner**: Capitalize provides a modern digital platform that automates the process of finding, consolidating, and rolling over old 401(k) accounts, serving both individual consumers and financial institutions via an enterprise API.
- **Entity Type**: Private (Series B)
- **Headquarters**: New York, NY, USA
- **Founded**: 2020
- **Founders**: Gaurav Sharma (CEO), Chris Phillips (CTO)

## Core Business
- **Primary industry**: Financial Services / Fintech (Retirement Savings & Wealth Management)
- **Target customers**: B2B (Financial institutions, advisors, recordkeepers) and B2C (individuals with old 401(k) accounts)
- **Mission or purpose statement**: To make saving for retirement easy and to ensure all Americans can retire with enough money for a life of dignity by eliminating friction and fees in the retirement savings system.

## Products & Services
- **Consumer Rollover Platform (B2C)**: A free, digital service that helps individuals find their old 401(k)s, compare rollover options (IRA providers), and execute a seamless transfer without paperwork or phone calls.
- **Enterprise Rollover API (B2B)**: A developer-first API and white-label platform that enables financial institutions, advisors, and recordkeepers to offer a digital rollover experience to their own customers. Includes white-glove support from a team of rollover specialists.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Total Funding of **$33.5M** (as of August 2024); Annual Revenue estimated at **$3M** (per LinkedIn).
- **Notable Investors/Partners**: RRE Ventures (led Series B), Canapi Ventures (led Series A), Greycroft, Bling Capital. Partners with leading financial institutions (names not publicly listed).
- **Growth Signals**: Recognized as one of **TIME’s 100 Best Inventions** and **Forbes Top 50 Fintech Companies in the US**. The company reports a **300% increase in rollover volume** for partners and a **50%+ rollover volume run rate growth** in 24 months. They have processed billions of dollars in assets.

## Competitive Advantages
- **Independent & Unbiased**: Unlike IRA providers, Capitalize is an independent platform that does not steer users to its own products, creating trust and alignment with the consumer.
- **Comprehensive Coverage**: Has mapped the rollover process for virtually all recordkeepers, handling complex exceptions efficiently.
- **Proven at Scale**: Platform is battle-tested with leading financial organizations, processing high volumes of data with low response times.
- **Proprietary Technology + Human Touch**: Combines a developer-first API with a team of rollover specialists who provide personalized, high-touch support.

## Strategic Focus
- **Expand Enterprise Partnerships**: Continuing to scale the B2B API business to capture a larger share of the $1 trillion annual rollover market.
- **Product Development**: Launching new features to help users better manage their consolidated retirement savings.
- **Long-term Growth**: Building an enduring business focused on the long-term, with a mission-driven approach to solving a systemic problem in retirement savings.

## Why Work Here
- **Mission-Driven Culture**: The team believes in doing good and making money, rejecting the trade-off between profits and purpose.
- **Ownership Mentality**: Employees are given the power to make decisions and are incentivized with equity to share in the company’s success.
- **Hybrid Work Environment**: The majority of the team is based in New York, coming into the office 2-3 days per week; flexible hybrid policy.
- **Strong Perks**: Competitive salary and equity, 100% premium-covered medical/dental insurance, 401k plan, unlimited PTO, 12 weeks of fully-paid parental leave, commuter benefits, pet-friendly office, and free snacks/drinks.
- **Engineering Culture**: Emphasis on clean code, dry humor, and building scalable systems with a developer-first approach. Direct access to engineers for enterprise partners.

## Sources
1. [Capitalize Official Website](https://www.hicapitalize.com/)
2. [Capitalize About Us](https://www.hicapitalize.com/about-us/)
3. [Capitalize Careers Page](https://www.hicapitalize.com/careers/)
4. [Built In NYC Profile](https://builtin.com/company/capitalize)
5. [LinkedIn Company Page](https://www.linkedin.com/company/capitalize)

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