Investment Solutions Analyst

Vestmark; Wakefield (MA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Comprehensive total rewards package

Equity-based grants

Company-paid medical premiums

Competitive time-off program

Job summary

A leading financial services firm seeks an Investment Solutions Analyst to support the delivery of investment models and enhance client onboarding processes. This full-time position requires a Bachelor's degree and 1-3 years of experience in the managed accounts industry. The ideal candidate has proficiency in Microsoft Office and strong analytical skills. The role is vital in improving processes and maintaining relationships with external clients and asset managers. Compensation ranges from $80,000 to $90,000, with additional benefits and equity-based grants.

Qualifications

• 1-3 years of experience in the managed accounts industry, preferably in model delivery.
• Basic understanding of portfolio management and trading, with experience in brokerage/securities.
• Good problem-solving skills and broad financial services knowledge.

Responsibilities

• Support the delivery of manager models to external destinations.
• Assist with client onboarding and manage user portal setups.
• Help automate repetitive tasks and provide data analytics support.
• Support relationship building with asset managers and financial institutions.
• Monitor VAS portals for model lifecycle completeness.

Skills

Microsoft Office proficiency

Excel proficiency

Python programming

Strong analytical skills

Good writing skills

Detail-oriented

Communication skills

Organizational skills

Interpersonal skills

Collaborative work style

Education

Bachelor's degree in Business, Product Management, or related field

Tools

Visio

Confluence

Job description

As Vestmark embarks upon our next stage of growth and evolution, Vestmark Advisory Solutions seeks an Investment Solutions Analyst as a supporting member of the Vestmark Manager Marketplace (VMM) team, assisting with manager model delivery to external destinations. This role requires effective problem-solving and broad financial services knowledge with evolving technical skills. The Investment Solutions Analyst will assist team members in processing requests from external clients and asset managers for onboarding new investment strategies and maintaining an inventory of models utilized by underlying sponsors. The role will participate in implementing process improvements, scaling VMM operations, and delivering exceptional service to model providers, subscribers, and internal stakeholders.

Key Responsibilities

• Support the Vestmark Manager Marketplace (VMM) team in delivering manager models to external destinations
• Assist with the client onboarding process, including tracking completion of contract paperwork, user portal setup, and model subscription activation
• Support relationship building efforts with asset managers, financial institutions, and other partners under guidance to help expand the range of investment products and services available on the platform
• Assist with daily client maintenance, including routine support requests and inquiries, new model setups, and portal user management
• Help automate repetitive tasks and provide data analytics support
• Support interactions with model providers and model subscribers to ensure information is correct and current
• Help monitor VAS portals to ensure model lifecycles are complete and current
• Coordinate with internal counterparts on both technical and relationship issues as needed
• Contribute to formal process and procedures documentation under guidance
• Support testing of system functionality as part of platform maintenance updates and upgrades

Education and Experience

• Bachelor's degree in Business, Product Management, or related field
• 1-3 years of experience in the managed accounts industry, with exposure to model delivery preferred
• Basic understanding of portfolio management and trading with some experience in brokerage and/or securities related industry

Technical Skills

• Proficiency in Microsoft Office and Excel; Python and/or other programming languages a plus
• Strong analytical skills with ability to learn and grow
• Good writing skills, including ability to describe business requirements and create process flow diagrams using tools like Visio or Confluence

Professional Skills

• Strong attention to detail and drive for client satisfaction
• Ability to support resolution of issues at both commercial and technical levels
• Good communication and organizational skills with ability to communicate concepts clearly
• Collaborative work style with strong interpersonal skills and ability to build positive working relationships
• Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

Preferred Qualifications

• FINRA licenses and certifications such as CFA, CFP, CIMA are a plus

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.

Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

Salary range: $80,000 USD - $90,000 USD

Seniority Level

Director

Employment Type

Full-time

Job Function

Information Technology

Industries

Software Development