Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Backed by Purple Arch Ventures.
About the role
Vestmark’s Outsourced Services (VOS) team is looking for an Associate Operations Analyst to support our Outsourced Service Clients in Wakefield, MA. As an Associate Analyst you will be responsible for supporting various managed account business operations services, across multiple clients, including but not limited to Reconciliations, Account Administration, Corporate Actions and Security Master, and Performance oversight and reporting.
What they're looking for
- 0 - 1 years of experience in managed accounts, investment operations, or a similar financial services role
- Demonstrated ability to work effectively in a team environment, collaborating with colleagues, sponsors, and cross-functional partners
- Proven ability to work independently, prioritize tasks, and exercise sound judgment when resolving issues
- Strong knowledge and understanding of financial operations, including trade processing, reconciliation, account maintenance, and data integrity
- Familiarity with Separately Managed Accounts (SMAs), including workflows, account structures, and operational requirements
- Advanced desktop skills, particularly in Microsoft Excel (pivot tables, lookups, functions, VBA a plus)
More about this role
Vestmark’s Outsourced Services (VOS) team is looking for an Associate Operations Analyst to support our Outsourced Service Clients in Wakefield, MA. As an Associate Analyst you will be responsible for supporting various managed account business operations services, across multiple clients, including but not limited to Reconciliations, Account Administration, Corporate Actions and Security Master, and Performance oversight and reporting. This hands-on role requires daily hands-on processing and client contact and ensuring coordination with internal operations and technology teams to support and service VOS clients.
- Develop a strong understanding of the team’s processes, sponsor relationships, workflows, and systems that support managed account clients.
- Support the processing and documentation of new account openings, account maintenance requests, terminations, funding activities, and ensure proper indexing and archiving of all required documents.
- Perform comprehensive account-level reconciliations , including cash balances, positions, transactions, and tax lots, ensuring accuracy and completeness.
- Identify and resolve reconciliation breaks quickly and accurately to ensure...
Browse similar: Startup jobs