Operations Analyst Co-op
About The Position
Vestmark is seeking students for its Spring Semester Co-op Program. This full-time program places interns on Business Process Outsourcing (VOS) teams, where they learn and work under the guidance of an experienced manager. Each intern is assigned a mentor and can participate in scheduled intern events, selected training sessions, and company social events. The role provides professional experience through client-support work in a small-company, dynamic work environment. The Operations Analyst supports client-managed accounts by learning team processes, sponsor relationships, and vendor systems. Work may include account reconciliations and maintenance, performance validation, corporate actions, security master updates, client communication, issue resolution, and special projects. The position is hybrid, requiring three days per week at Vestmark’s headquarters in Wakefield, Massachusetts; fully remote work will not be considered. Hourly compensation is $18–$20, with the specific rate determined by academic year level.
Requirements
- Currently enrolled in an accredited college.
- At least two years of coursework completed toward a bachelor’s degree in computer science, business, finance, and/or marketing.
- Strong analytical reasoning.
- Excellent written and oral communication skills.
- Ability to work independently and as part of a team on multiple overlapping projects.
- Self-motivation and strong communication skills.
- Strong Microsoft Office skills.
Responsibilities
- Learn the processes, sponsor relationships, and vendor systems used to support client-managed accounts.
- Perform account-level reconciliations for cash, positions, transactions, and tax lots.
- Perform account maintenance, including new account setup, terminations, contributions and withdrawals, and tax harvesting.
- Review and validate performance returns by account and client.
- Support the processing of mandatory and voluntary corporate actions.
- Support security master activity, including new security setup and pricing updates.
- Manage client expectations through excellent communication.
- Partner with internal departments to deliver superior customer service.
- Work collaboratively with the team and sponsors to resolve exceptions.
- Participate in special projects as needed to accommodate new products and platforms.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
