Reporting Architect

  • NextCapital
  • Chicago, IL
  • 02/08/2020
Full time Analysts

Job Description

About Us

NextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether they’re saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.

Learn more about NextCapital at


We're looking for an organized and highly motivated Reporting Architect to join our team. You will provide data engineering to improve the flow of data into our warehouse, and also design and build reusable reporting objects to be used in dashboards. Our reporting and analytics platform is being used internally for strategic decision-making by NextCapital leadership and will be used externally through an interface for partners to access relevant data, both operational and strategic.

The ideal candidate is results-driven, hands-on, able to break down complex problems, uses prototypes to quickly test out possible solutions, and can learn new tools on the fly.

What You’ll Do

Join the Data Analytics team to provide Report Services and Data Engineering
  • Write Python scripts to improve the creation of objects and the flow of data into our Warehouse (Snowflake)
  • Write SQL procedures to reformat transactional data into a reporting-friendly structure
  • Understand the incoming data and build functionality needed for data cleansing
  • Based on reporting requirements, design and build reusable reporting objects within our Data Visualization software (Looker)
  • Review raw Web Analytics data and build a solution which allows for better reporting, integrating with transactional data
  • Build sample dashboards that demonstrate the functionality of your reporting object design
  • Work with other development teams to expose reporting functionality to partners using Looker’s API
  • Establish development standards and practices, and review and provide feedback on reporting work by non-developers
  • Help implement a global data security/permissions solution
  • Analyze loads and performance, and suggest solutions to bottlenecks
  • Establish and contribute to documentation

  • Own the architecture of a particular component of our reporting solution
  • Be the overall technical lead for the data/analytics group
  • Mentor and manage a group of developers and architects
  • Become a subject matter expert in key business analytics for the company as a whole


  • 4+ years of database development experience, including Data Engineering and Report Development
  • Expert SQL and Python skills
  • Strong general scripting/coding skills
  • Demonstrable ability to learn and become productive on new platforms and tools quickly
  • You are a team player, able to work with coworkers in the product and technology areas
  • You have strong communication skills and can convince people to buy into your vision
  • You are constantly learning, driven to understand the data content of what other product areas produce, and give your opinion on how best to expose it to internal and external audiences
  • You are adept at figuring out how to adjust solutions to meet an expected timeline

***At this time, NextCapital will not sponsor a new applicant for employment authorization for this position***


  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Enjoy a laid back work environment & learn from FinTech’s best & brightest
  • Receive great benefits like stock options, 401(k) match, and employer contributions to health, dental and vision coverage
  • Join a fast growing company where you can have a real impact on the company's future
  • When the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, company outings, wine tastings, fantasy football leagues, hackathons and other fun events
  • When our pandemic ‘remoteness’ ends, enjoy a newly built out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
  • And, yes, when we’re able to safely re-convene in a physical space, sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
  • Participate in women in tech events and service days at local organizations
  • Relax with monthly, company wide, guided meditation sessions