Associate Operations Analyst

About the Role

Vestmark's Outsourced Services (VOS) team seeks an Associate Operations Analyst to support Outsourced Service Clients in Wakefield, MA. This hands-on role involves daily processing, client contact, and coordination with internal operations and technology teams.

Key Responsibilities

• Develop a strong understanding of team processes, sponsor relationships, workflows, and systems supporting managed account clients.
• Support the processing and documentation of new account openings, account maintenance requests, terminations, and funding activities.
• Ensure proper indexing and archiving of all required documents.
• Perform comprehensive account-level reconciliations, including cash balances, positions, transactions, and tax lots.
• Identify and resolve reconciliation breaks quickly and accurately.
• Maintain an understanding of various security types, pricing methodologies, and security-type mappings.
• 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.
• Assist with system testing and validation of new functionality for platform upgrades or new workflow tools.
• Collaborate with team members and sponsor partners to resolve exceptions.

Requirements & Tech Stack

• Microsoft Excel (pivot tables, lookups, functions; VBA a plus)
• Familiarity with Separately Managed Accounts (SMAs).
• Experience with the Vestmark platform is preferred but not required.

Qualifications

• 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.
• Proven ability to work independently, prioritize tasks, and exercise sound judgment.
• Strong knowledge and understanding of financial operations, including trade processing, reconciliation, account maintenance, and data integrity.
• BA/BS degree required.

Key Attributes

• Self-starter capable of planning and accomplishing goals in a complex, fast-paced environment.
• Ability to balance and manage multiple competing priorities.
• Excellent customer service skills and strong communication.
• Collaborative interpersonal skills.