or apply directly on Vestmark, Inc.'s site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 29 days Vestmark, Inc.'s roles stay open a median of 20 days
- Reposted
- No
- Salary listed
- No 0% of Vestmark, Inc.'s roles list one
- Ghost-job risk at Vestmark, Inc.
- moderate 2 stale, 0 reposted of 11 open
- Hiring momentum
- 20 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Vestmark, Inc.'s own greenhouse board since 2026-08-03. Full hiring picture for Vestmark, Inc..
About this role
As an Operations Analyst at Vestmark's Outsourced Services team, you will support managed account business operations for various clients. Your responsibilities include processing account openings and maintenance, performing reconciliations, resolving discrepancies, and collaborating with internal teams to ensure operational accuracy and high service levels. You will also participate in special projects and assist with system testing related to platform upgrades.
- benefits
- 2/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Vestmark, Inc. as an employer.
What you need
- 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
- Proven ability to work independently and prioritize tasks
- Strong knowledge of financial operations including trade processing and reconciliation
- Familiarity with Separately Managed Accounts (SMAs)
- Advanced desktop skills in Microsoft Excel (pivot tables, lookups, functions)
Nice to have
- Experience with the Vestmark platform is preferred
What you get
- Company-paid medical premiums of 90%
- Competitive time-off program
- Other variable compensation, if eligible
Worth weighing
- No specific salary mentioned, but a range of $70,000 — $85,000 USD is provided
- Role involves daily hands-on processing and client contact, which may require strong time management skills
- Fast-paced environment with multiple competing priorities may be challenging for some candidates
Summarised from Vestmark, Inc.'s posting. Read the full original.
Listed by Vestmark, Inc. on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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