Reporting Architect at NextCapital (Chicago, IL or Remote)

| Chicago | Remote
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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.

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


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



  • Disrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of people
  • Have a direct impact on the growth and scale of the company
  • Enjoy a laid back work environment & learn from FinTech’s best & brightest
  • Receive great benefits like stock options, 401(k) match, and top notch health benefits
  • As the COVID-19 pandemic cools down, participate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), company outings, wine tastings, fantasy sports leagues, hackathons and other fun events
  • Relax with monthly, company wide, guided meditation sessions
  • Participate in women in tech events and service days at local organizations
  • Enjoy “Summer Hours” whereby our firm is ‘closed’ every Friday afternoon from April 23, 2021 through Labor Day
  • Enjoy the flexibility of working fully remote, partially remote, fully physical, or a mashup of each. And whatever you choose, enjoy a newly built-out office on Michigan Avenue with a view of Millennium Park and Lake Michigan
  • And, yes, in our physical space, you can sip locally roasted coffee, kombucha, or craft beer at your modular sitting/standing desk
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Located on Michigan Avenue, right across the street from Millennium Park and Pritzker Pavilion with an unobstructed view of the lake.

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