Associate Operations Analyst

Vestmark’s Outsourced Services team supports managed account business operations for service clients. The Associate Operations Analyst will perform daily operational processing and client support across reconciliations, account administration, corporate actions, security master activities, and performance oversight while coordinating with internal operations and technology teams.

What you'll do:

• 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 accounts are ready for trading each day
• Maintain an understanding of various security types, pricing methodologies, and security-type mappings, and apply this knowledge to daily operational processes
• Participate in special projects, including platform enhancements, workflow redesign, new product implementations, and operational improvements
• Support new client onboarding by ensuring accurate setup, data integrity, and seamless integration into operational processes
• Assist with system testing and validation of new functionality related to regular platform upgrades or new workflow tools
• Collaborate with team members and sponsor partners to resolve exceptions across all functions, ensuring a high level of service and operational accuracy

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)
• Self-starter who can display good judgment to plan and accomplish goals in complex fast-paced environment while balancing and managing multiple competing priorities
• Excellent customer service skills and strong communicator
• Collaborative interpersonal skills and ability to work within cross-functional teams
• BA/BS degree required
• Experience with the Vestmark platform is preferred but not required

Benefits:

• Company-paid medical premiums of 90%
• A competitive time-off program
• Other variable compensation, if eligible