Operations Analyst
Vestmark, Inc.(9 days ago)
About this role
Vestmark’s Outsourced Services team seeks an Operations Analyst to support managed account business operations, including reconciliations, account administration, corporate actions, and performance reporting. The role involves daily processing, client interaction, and collaboration with internal teams to ensure operational excellence.
Required Skills
- Reconciliation
- Account Administration
- Excel
- Financial Operations
- Trade Processing
- Data Integrity
- Client Support
- Workflow Redesign
- Platform Testing
- Operations
Qualifications
- BA/BS degree
About Vestmark, Inc.
vestmark.comVestmark is a wealthtech company that provides a scalable platform for portfolio management, trading, and client reporting. Its product suite emphasizes tax‑aware investing, portfolio construction and rebalancing, advisor enablement, and outsourced operations and services. Vestmark serves financial advisors, RIAs, broker‑dealers and asset managers looking to streamline workflows, scale solutions, and deliver customized investment programs.
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