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← Vestmark, Inc.

Operations Analyst

Vestmark, Inc.
Location
Wakefield, MA (Hybrid)
Posted
1 month ago
Department
Vestmark's Outsourced Services (VOS)
What they actually want (must-haves)
  • 2–4 years of experience in managed accounts, investment operations, or a similar financial services role
  • Demonstrated ability to work effectively in a team environment
  • Proven ability to work independently and prioritize tasks
  • Strong knowledge of financial operations including trade processing and reconciliation
  • Familiarity with Separately Managed Accounts (SMAs)
  • Advanced desktop skills in Microsoft Excel (pivot tables, lookups, functions)
Nice to have
  • Experience with the Vestmark platform is preferred
What the job really is

As an Operations Analyst at Vestmark's Outsourced Services team, you will support managed account business operations for various clients. Your responsibilities include processing account openings and maintenance, performing reconciliations, resolving discrepancies, and collaborating with internal teams to ensure operational accuracy and high service levels. You will also participate in special projects and assist with system testing related to platform upgrades.

Benefits
  • Company-paid medical premiums of 90%
  • Competitive time-off program
  • Other variable compensation, if eligible
Things to weigh
  • No specific salary mentioned, but a range of $70,000 — $85,000 USD is provided
  • Role involves daily hands-on processing and client contact, which may require strong time management skills
  • Fast-paced environment with multiple competing priorities may be challenging for some candidates
Job score2.8/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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