Operations Analyst

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 acco...