Associate Operations Analyst

Vestmark•Wakefield, MA

1d•Hybrid

About The Position

Vestmark’s Outsourced Services (VOS) team is seeking an Associate Operations Analyst to support outsourced services clients in Wakefield, Massachusetts. The role supports managed account business operations across multiple clients, including reconciliations, account administration, corporate actions, security master, and performance oversight and reporting. It involves daily hands-on processing and client contact, coordinating with internal operations and technology teams to support VOS clients. The analyst develops an understanding of team processes, sponsor relationships, workflows, and systems; supports account administration and reconciliation; and helps resolve exceptions. The role also contributes to client onboarding, platform and workflow improvements, system testing, and other operational projects.

Requirements

0–1 years of experience in managed accounts, investment operations, or a similar financial services role.
Ability to work effectively in a team and collaborate with colleagues, sponsors, and cross-functional partners.
Ability to work independently, prioritize tasks, and exercise sound judgment when resolving issues.
Strong knowledge 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, including pivot tables, lookups, and functions.
BA/BS degree required.

Nice To Haves

VBA experience.
Experience with the Vestmark platform.

Responsibilities

Develop a strong understanding of team processes, sponsor relationships, workflows, and systems supporting managed account clients.
Support processing and documentation for new account openings, account maintenance requests, terminations, and funding activities; properly index and archive required documents.
Perform account-level reconciliations of cash balances, positions, transactions, and tax lots, ensuring accuracy and completeness.
Identify and resolve reconciliation breaks quickly and accurately so accounts are ready for trading each day.
Maintain an understanding of security types, pricing methodologies, and security-type mappings, and apply this knowledge to daily operational processes.
Participate in platform enhancements, workflow redesign, new product implementations, and operational improvement projects.
Support new client onboarding by ensuring accurate setup, data integrity, and integration into operational processes.
Assist with system testing and validation of new functionality for platform upgrades and workflow tools.
Collaborate with team members and sponsor partners to resolve exceptions across functions and maintain service and operational accuracy.