Operations Associate Analyst (Entry-level)

Vestmark, Inc.; Wakefield; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company seeks an Operations Associate Analyst in Wakefield to support managed account operations. This entry-level role entails hands-on processing, client interaction, and collaboration with internal teams to ensure seamless service to clients. Ideal candidates will possess teamwork skills, judgment, and proficiency in financial operations with strong Excel capabilities.

Qualifications

• 0-2 years of experience in managed accounts or operations.
• Ability to work independently and demonstrate good judgment.
• Advanced desktop skills, especially Excel.

Responsibilities

• Support processing and documentation for new account opening and maintenance.
• Identify & resolve discrepancies to ensure accounts are ready for trading.
• Monitor daily and monthly performance (account and composite level).

Skills

Teamwork

Judgment

Customer Service

Communication

Financial Operations

Excel

Job description

Operations Associate Analyst (Entry-level)

Wakefield, MA

Vestmark’s Outsourced Services (VOS) team is looking for an Operations Associate Analyst to support our Outsourced Service Clients in Wakefield, MA. As an Associate Analyst, you will be responsible for supporting various managed account business operations services, across multiple clients, including but not limited to Reconciliations, Account Administration, Corporate Actions and Security Master, and Performance oversight and reporting. This hands-on role requires daily hands-on processing and client contact and ensuring coordination with internal operations and technology teams to support and service VOS clients.

Responsibilities:

• Gain a high understanding of the team’s processes, sponsor relationships, and systems used to support clients.
• Support processing and documentation for new account opening, account maintenance, terminations, funding, as well as indexing and archiving documents
• Identify & resolve break discrepancies accurately and efficiently, to ensure accounts are ready for trading
• Daily monitoring of Reference Data, Pricing, and Corporate Actions (both mandatory and voluntary)
• Understanding various security types, security pricing, and security type mappings
• Tracking, understanding, and processing of mandatory and voluntary corporate actions
• Monitoring daily and monthly performance (account and composite level)
• Assist with the analysis and research of issues affecting performance returns and outliers
• Participate in special projects as the need arises to accommodate new products and platforms
• Support new client onboarding efforts
• Assist in testing of system functionality for regular platform upgrades
• Work collaboratively with team and sponsors to resolve exceptions across all functions and clients

Required Experience and Skills:

• 0-2 years of experience in managed account or operations
• Ability to work effectively in a team environment
• Ability to work independently and demonstrate good judgment
• Knowledge and understanding of Financial Operations
• Knowledge of Separately Managed Accounts
• Advanced desktop skills, especially Excel
• Experience with Vestmark platform a plus

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:

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. #LI-TG1 #LI-Hybrid

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Please provide your current mailing address: *

Are you authorized to work in the U.S.? * Select...

Do you now, or will you in the future, need sponsorship to work for Vestmark? * Select...

By applying to this job, I affirm that the information provided on this application and resume is true and complete to the best of my knowledge. I understand that the Company will request a waiver for a background check and verify information through the reference and background check process should I reach the final stages of the interview process. * Select...