Hybrid Operations Analyst Co-op — Mentored Training

Vestmark Internship Program; Wakefield (MA); Hybrid; USD 25,000 - 28,000; Full time

Job summary

Vestmark is seeking students for its Spring Semester Co-op Program, a hybrid internship at the Wakefield, MA headquarters. Interns will join Vestmark’s VOS teams, gain mentorship, attend select Vestmark trainings, and participate in client-support activities while exploring a career in a dynamic, small company environment.

Requirements include current enrollment in an accredited college and at least two years of relevant coursework toward a bachelor’s degree.

Qualifications

• Must be currently enrolled in an accredited college.
• Minimum of 2 years of coursework toward a bachelor’s degree in Computer Science, Business, Finance or Marketing.
• 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.

Responsibilities

• Gain understanding of teams’ processes, sponsor relationships, and vendor systems.
• Perform account maintenance including: New accounts, Terminations, contributions/withdrawals, tax harvests.
• Review and validate performance returns by account and client.
• Support corporate actions processing including mandatory and voluntary events.
• Support security master activity including new security setup and pricing updates.
• Manage client expectations with clear communication.
• Collaborate with internal departments to deliver superior customer service.
• Work with team and sponsors to resolve exceptions.
• Participate in special projects for new products and platforms.

Skills

Analytical thinking

Communication skills

Teamwork

Self-motivation

Education

Bachelor’s degree coursework

Job description

Vestmark is seeking students for its Spring Semester Co-op Program, a hybrid internship at the Wakefield, MA headquarters. Interns will join Vestmark’s VOS teams, gain mentorship, attend select Vestmark trainings, and participate in client-support activities while exploring a career in a dynamic, small company environment.

Requirements include current enrollment in an accredited college and at least two years of relevant coursework toward a bachelor’s degree.