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Vestmark · 2 weeks ago

Investment Solutions Analyst

Wakefield, MA

Full-time

Onsite

Entry Level

$80K/yr - $90K/yr

1+ years exp

Vestmark is seeking an Investment Solutions Analyst to join their Advisory Solutions team as they grow and evolve. The role involves supporting manager model delivery, assisting with client onboarding, and maintaining relationships with asset managers and financial institutions.

Enterprise SoftwareFinancial ServicesInformation TechnologySaaSSoftwareTrading Platform

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

Qualification

Financial services knowledgePortfolio managementMicrosoft OfficePython programmingAnalytical skillsProcess documentationFINRA licensesCFA certificationCFP certificationCIMA certificationWriting skillsAttention to detailCommunication skillsCollaborative work styleInterpersonal skills