---
title: 'Software Engineer Co-op at Vestmark, Inc.'
canonical: 'https://feeny.ai/job/software-engineer-co-op-vestmark-inc-boston-hnw1cgznmja6'
type: 'job'
last_seen: '2026-10-17'
---

# Software Engineer Co-op at Vestmark, Inc.

- **Company:** Vestmark, Inc.
- **Location:** Boston, MA
- **Posted:** 2026-10-13
- **Last confirmed live:** 2026-10-17
- **Apply:** https://job-boards.greenhouse.io/vestmark/jobs/8204509

## Job description

We are looking for a motivated Software Engineer Co-op for 2027 Spring Semester with JAVA/Python and relational database experience with a passion for technology and solving complex problems to join our Engineering team. You will be a contributing member of our team with responsibilities for the development of both web-based applications and back-office systems. Your energy, enthusiasm, and technical curiosity, combined with your appreciation and support of our core values, will be leveraged to help us build the next generation of our wealth management applications.

Our team of employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology.

Responsibilities:

- Hands-on software development for applications within our VestmarkONE suite of financial services, including Portfolio Trading, Proposal Generation, and Investor Portal
- Build and maintain features to match our expanding scale and performance requirements
- Collaborate in a distributed environment working within an agile scrum team
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

Required Skills:

- Majoring in Computer Science or Computer Engineering
- Incoming college junior or senior
- Coding Experience with JAVA, C#, Python or similar
- Experience with MVC and related design patterns
- Experience with SQL and Relational Databases such as SQL Server
- Strong curiosity and willingness to learn in a distributed team environment
- Proven analytical and problem-solving skills
- Some experience in algorithmic and object-oriented design skills
- Strong time management and written/verbal communication skills preferred

Local candidates only -  Boston

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

## 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)

## Other roles at Vestmark, Inc.

- [Senior Java Software Engineer](https://feeny.ai/job/senior-java-software-engineer-vestmark-inc-wakefield-e7mmpfmehft7) — Wakefield, MA
- [Associate Operations Analyst](https://feeny.ai/job/associate-operations-analyst-vestmark-inc-wakefield-59052d731fef) — Wakefield, MA
- [Senior Trader](https://feeny.ai/job/senior-trader-vestmark-inc-united-states-mqa4w4dq3mya) — United States
- [Associate Product Manager](https://feeny.ai/job/associate-product-manager-vestmark-inc-boston-3g6e2ed2em48) — Boston, MA
- [VP, Product Management](https://feeny.ai/job/vp-product-management-vestmark-inc-united-states-p71801g785ww) — United States
- [Software Engineer](https://feeny.ai/job/software-engineer-vestmark-inc-boston-pqg0efcctr6x) — Boston, MA