Investment Operations Analyst (Hybrid)

Vestmark; Wakefield; Hybrid; GBP 45,000 - 53,000; Full time

Job summary

Vestmark is seeking an Associate Operations Analyst for its Outsourced Services team in Wakefield, MA. You will support managed account operations, including reconciliations, account administration, and reporting, with hands-on daily processing.

The role emphasizes collaboration with sponsors and cross-functional partners, data integrity, and ongoing platform enhancements. A BA/BS is required and exposure to Vestmark is a plus.

Qualifications

• 0–1 years of experience in managed accounts, investment operations, or a similar financial services role.
• Ability to work effectively in a team environment with cross-functional partners.
• Ability to work independently, prioritize tasks, and exercise sound judgment.
• Strong knowledge of financial operations including trade processing, reconciliation, and data integrity.
• Familiarity with Separately Managed Accounts (SMAs) and related workflows.
• Advanced Excel skills (pivot tables, lookups, VBA a plus).
• Experience with the Vestmark platform is preferred but not required.

Responsibilities

• Support processing and documentation of new account openings, maintenance, terminations, and funding activities.
• Perform account-level reconciliations including cash balances, positions, and tax lots.
• Identify and resolve reconciliation breaks to ensure accounts are trade-ready daily.
• Maintain understanding of security types, pricing methodologies, and mappings.
• Collaborate on platform enhancements, workflow redesigns, and new product implementations.
• Assist with onboarding of new clients and data integrity across systems.
• Support testing and validation of new functionality during upgrades.
• Resolve exceptions with teammates and sponsor partners to maintain high service levels.

Skills

Teamwork

Independent work

SMA knowledge

Trade processing

Data integrity

Reconciliations

Communication

Education

BA/BS degree

Tools

Excel (Advanced)

Vestmark Platform

Job description

Vestmark is seeking an Associate Operations Analyst for its Outsourced Services team in Wakefield, MA. You will support managed account operations, including reconciliations, account administration, and reporting, with hands-on daily processing.

The role emphasizes collaboration with sponsors and cross-functional partners, data integrity, and ongoing platform enhancements. A BA/BS is required and exposure to Vestmark is a plus.