Co-op Operations Analyst

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