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.
Required Experience and Skills
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).
Experience with the Vestmark platform is preferred but not required.
Key Attributes
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
Education
BA/BS degree required
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range
$60,000—$70,000 USD
