Co-op Operations Analyst

Vestmark
Any Location, MA
Category Finance
Job Description
Vestmark is seeking talented students for consideration in our Spring Co-op Program. We have designed a 12-week program that offers a full-time experience, where the intern is assimilated into our Business Process Outsourcing (VOS) teams to learn about and work under the guidance of an experienced manager.

Requirements

  • Gain a high understanding of the various teams’ processes, sponsor relationships, and vendor systems used to support Client managed accounts.
  • Perform account level reconciliation – Cash, Positions, transactions, tax lots
  • Perform account maintenance functions including: New account setup, Terminations, contributions/withdrawals, tax harvests
  • Review and validate performance returns by account and client
  • Support corporate actions processing including both mandatory and voluntary events
  • Support security master activity including new security set up and pricing updates
  • Management of client expectations – excellent communication skills are essential.
  • Partner with various internal departments to deliver superior customer service.
  • Work collaboratively with team and sponsors to resolve exceptions
  • Participate in special projects as the need arises to accommodate new products and platforms
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