---
title: 'Operations Analyst at Vestmark, Inc.'
canonical: 'https://feeny.ai/job/operations-analyst-vestmark-inc-wakefield-s20pvze14tw2'
type: 'job'
last_seen: '2026-09-05'
---

# Operations Analyst at Vestmark, Inc.

- **Company:** Vestmark, Inc.
- **Location:** Wakefield, MA
- **Compensation:** $70k–$85k
- **Work type:** hybrid
- **Posted:** 2026-08-18
- **Last confirmed live:** 2026-09-05
- **Apply:** https://job-boards.greenhouse.io/vestmark/jobs/8112523

## Job description

Vestmark’s Outsourced Services (VOS) team is looking for an Operations Analyst to support our Outsourced Service Clients in Wakefield, MA. As an 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:

- Develop a strong understanding of the team’s processes, sponsor relationships, workflows, and systems that support managed account clients.
- Support the processing and documentation of new account openings, account maintenance requests, terminations, funding activities, and ensure proper indexing and archiving of all required documents.
- Perform comprehensive account-level reconciliations, including cash balances, positions, transactions, and tax lots, ensuring accuracy and completeness.
- Identify and resolve reconciliation breaks quickly and accurately to ensure accounts are ready for trading each day.
- Maintain an understanding of various security types, pricing methodologies, and security-type mappings, and apply this knowledge to daily operational processes.
- Participate in special projects, including platform enhancements, workflow redesign, new product implementations, and operational improvements.
- Support new client onboarding by ensuring accurate setup, data integrity, and seamless integration into operational processes.
- Assist with system testing and validation of new functionality related to regular platform upgrades or new workflow tools.
- Collaborate with team members and sponsor partners to resolve exceptions across all functions, ensuring a high level of service and operational accuracy.

Required Experience and Skills:

- 2–4 years of experience in managed accounts, investment operations, or a similar financial services role.
- Demonstrated ability to work effectively in a team environment, collaborating with colleagues, sponsors, and cross-functional partners.
- Proven ability to work independently, prioritize tasks, and exercise sound judgment when resolving issues.
- Strong knowledge and understanding of financial operations, including trade processing, reconciliation, account maintenance, and data integrity.
- Familiarity with Separately Managed Accounts (SMAs), including workflows, account structures, and operational requirements.
- Advanced desktop skills, particularly in Microsoft Excel (pivot tables, lookups, functions; VBA a plus).
- Experience with the Vestmark platform is preferred but not required.

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:

- BA/BS degree required

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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

#LI-TG1 #LI-Hybrid 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, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

Salary range $70,000—$85,000 USD

## About Vestmark, Inc.

## Company Overview
- **One-liner**: Vestmark provides a unified wealth management platform and outsourced services that enable financial institutions and advisors to manage and trade customized client portfolios at scale.
- **Entity Type**: Private (Privately Held)
- **Headquarters**: Wakefield, Massachusetts, USA
- **Founded**: 2001
- **Founders**: Not publicly available

## Core Business
- Primary industry: Wealth management technology (Wealthtech)
- Target customers: B2B – broker-dealers, banks, RIAs, asset managers, and financial advisors
- Mission/Purpose: “Personalized Investing at Scale” – helping firms grow AUM, add accounts, expand teams, and extend new offerings through a scalable, tax-aware platform.

## Products & Services
- **VestmarkONE**: Unified wealth management platform for portfolio management, trading, rebalancing, and tax optimization.
- **Vestmark VAST**: Outsourced portfolio management solution launched in 2023.
- **Advisor Suite**: Intuitive, right-sized tools for advisor teams to scale client management and onboarding.
- **Model Marketplace**: A curated marketplace connecting advisors to 1,900+ strategies from 290+ asset managers.
- **Tax-Managed UMA**: Unified managed account incorporating alternative investments and tax-loss harvesting (launched 2025).
- **Pulse**: AI-powered tool (launched 2026) to enhance advisor efficiency and decision-making.
- **Vestmark Advisory Solutions**: Outsourced advisory services that surpassed $50 billion in AUM (2026).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held)
- **Key Metric**: Over $2 trillion in assets on platform, supporting 5+ million investor accounts and 72,000+ financial advisors.
- **Notable Investors/Partners**: BlackRock (custom model portfolio partnership, 2024); also partners with leading asset managers and financial institutions.
- **Growth Signals**: Vestmark Advisory Solutions grew fivefold in 18 months; opened the Vestmark Center for AI Research and Development in 2026; named “Wealthtech Firm of the Year” by Wealth Solutions Report.

## Competitive Advantages
- **Scale & Longevity**: 20+ years of real-world testing, supporting some of the largest U.S. wealth programs.
- **Unified Platform**: Combines portfolio management, trading, tax optimization, and advisor tools in one system.
- **Private Ownership**: Allows long-term focus without public market pressure.
- **AI Innovation**: Dedicated AI research center and product (Pulse) to stay ahead of industry complexity.
- **Trusted Client Base**: Loyal, long-term clients provide stability and deep domain insight.

## Strategic Focus
- **AI & Automation**: Investing in AI to streamline advisor workflows and portfolio personalization.
- **Expanding Outsourced Services**: Growing Vestmark Advisory Solutions and VAST to capture more AUM.
- **Tax & Alternative Investments**: Enhancing tax-managed UMAs and incorporating alternatives to meet advisor demand.
- **Partnership Ecosystem**: Deepening integrations with BlackRock and other asset managers to expand model marketplace.

## Why Work Here
- **Culture**: Named one of Boston’s “100 Best Midsize Places to Work”; hybrid, inclusive, high-trust environment.
- **Work Model**: Hybrid – Tuesdays and Thursdays as collaboration days in the Wakefield, MA office; some fully remote roles available.
- **Benefits**: 90% medical premium contribution, HSA with company contribution, 401(k) match (50% of first 8%), 15 vacation days (accruing to more), 10 sick days, 12 holidays, on-site gym, wellness programs, and discount perks.
- **Growth**: Mentorship, career mobility, leadership development, and a strong intern-to-full-time pipeline.
- **Impact**: Work on a platform powering $2 trillion in assets, solving real-world wealth management challenges.
- **Diversity**: Equal opportunity employer committed to an inclusive environment.

## Sources
1. [vestmark.com/company](https://www.vestmark.com/company)
2. [vestmark.com/careers](https://www.vestmark.com/careers)
3. [vestmark.com](https://www.vestmark.com/)
4. [job-boards.greenhouse.io/vestmark](http://job-boards.greenhouse.io/vestmark)
5. [builtin.com/company/vestmark-inc](https://builtin.com/company/vestmark-inc)

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