Operations Analyst

Vestmark

. Support managed account business operations services across multiple clients, including reconciliations, account administration, corporate actions, security master, and performance oversight and reporting .

Posted 9/24/2026full-timeWakefield • Massachusetts • United StatesJuniorMid-Level💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong knowledge of financial operations, including trade processing, reconciliation, and account maintenance, while effectively collaborating with cross-functional teams to support managed account business operations.

Highest-signal resume keywords

Managed AccountsInvestment OperationsFinancial OperationsMicrosoft ExcelSeparately Managed Accounts

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

ReconciliationAccount AdministrationCorporate ActionsPerformance OversightData IntegrityTrade ProcessingAccount MaintenanceDocument IndexingSystem TestingWorkflow Redesign

Soft Skills

Team CollaborationCustomer ServiceEffective CommunicationProblem SolvingIndependent Work

Tools & Technologies

Vestmark PlatformMicrosoft Excel

Certifications & Qualifications

BA/BS Degree

Industry Keywords

Financial ServicesOperational IntegrationClient OnboardingSecurity TypesPricing Methodologies

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Support managed account business operations services across multiple clients, including reconciliations, account administration, corporate actions, security master, and performance oversight and reporting
Develop understanding of processes, sponsor relationships, workflows, and systems supporting managed account clients
Process and document new account openings, account maintenance requests, terminations, and funding activities
Index and archive required documents
Perform account-level reconciliations of cash balances, positions, transactions, and tax lots
Identify and resolve reconciliation breaks to ensure accounts are ready for daily trading
Apply knowledge of security types, pricing methodologies, and security-type mappings to daily operations
Participate in platform enhancements, workflow redesign, new product implementations, and operational improvements
Support new client onboarding, including setup accuracy, data integrity, and operational integration
Assist with system testing and validation for platform upgrades and workflow tools
Collaborate with team members and sponsor partners to resolve exceptions across functions

Requirements

What you’ll need

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)
BA/BS degree required
Experience with the Vestmark platform is preferred but not required
Excellent customer service skills and strong communication
Collaborative interpersonal skills and ability to work within cross-functional teams

Benefits

Comp & perks

Company-paid medical premiums of 90%
Competitive time-off program
Other variable compensation, if eligible
Equal opportunity and inclusive work environment