Portfolio Operations Analyst

Vestmark has been supporting clients’ direct indexing solutions for more than a decade.  As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day management of direct indexing and tax overlay portfolios to support analytical and operational needs. The role can be remote or hybrid and based out of Wakefield, MA.

• →Support the portfolio management team on the day-to-day investment management operations including oversight of all quality assurance tasks
• →Conduct ad hoc operational research by writing code in SQL and Python
• →Collaborate and communicate with trading and operations teams to ensure trades are released and executed according to the portfolio managers’ guidelines
• →Partner with product management and engineering teams to articulate and draft portfolio managers’ technical requirements for rules-driven optimizations
• →Perform testing plan and execution of User Acceptance Testing across latest development releases, document results and bugs

• 2-5 years of investment management experience
• Master’s degree in financial or quantitative discipline preferred
• Proficiency in programming languages such as SQL, Python, advanced Excel
• Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization (Northfield Open Optimizer), portfolio construction
• Ability to communicate effectively both written and verbally
• Ability to meet tight deadlines and work under pressure with high attention to detail
• Team player working with highly collaborative and cross-functional teams in an extremely fast paced environment

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1  #LI-Remote