Hybrid Operations Analyst Co-op — Mentored, Client Support

Vestmark, Inc.; Wakefield (MA); Hybrid; USD 25,000 - 28,000; Part time

Benefits offered by this job

Mentor program

Training sessions

Social events

Job summary

Vestmark is seeking talented students for consideration in our Spring Semester Co-op Program. The internship offers a hybrid, three days per week in-office experience at Vestmark’s Wakefield, MA headquarters, with a mentoring coach and access to scheduled events, trainings, and social activities to build professional experience in a small, dynamic company.

Responsibilities include account level reconciliation, maintenance, performance review, corporate actions support, and cross‑department

Qualifications

• Minimum of 2 years of coursework toward a bachelor's degree (CS, Business, Finance or Marketing).
• Must be currently enrolled in an accredited college.
• Strong analytical reasoning.
• Excellent written and oral communication skills.
• Ability to work independently and as part of a team on multiple overlapping projects.
• Self-motivation and strong communication skills.
• Proficiency with Microsoft Office.

Responsibilities

• Gain understanding of the teams’ processes, sponsor relationships, and vendor systems used to support Client managed accounts.
• Perform account level reconciliation – Cash, Positions, transactions, tax lots
• Perform account maintenance functions including: New account setup, Terminations, contributions/withdrawals, tax harvests
• Review and validate performance returns by account and client
• Support corporate actions processing including both mandatory and voluntary events
• Support security master activity including new security set up and pricing updates
• Management of client expectations – excellent communication skills are essential.
• Partner with various internal departments to deliver superior customer service.
• Work collaboratively with team and sponsors to resolve exceptions
• Participate in special projects to accommodate new products and platforms

Skills

Analytical skills

Communication skills

Teamwork

Self-motivation

Microsoft Office

Education

Coursework toward bachelor's degree

Tools

Microsoft Office

Job description

Vestmark is seeking talented students for consideration in our Spring Semester Co-op Program. The internship offers a hybrid, three days per week in-office experience at Vestmark’s Wakefield, MA headquarters, with a mentoring coach and access to scheduled events, trainings, and social activities to build professional experience in a small, dynamic company.

Responsibilities include account level reconciliation, maintenance, performance review, corporate actions support, and cross‑department