Portfolio Operations Analyst

Current openings at Vestmark, Inc.

About the role

Vestmark is seeking a dynamic individual to join our team as a Financial Analyst. The ideal candidate will have a strong background in finance and a passion for helping clients achieve their financial goals.

Responsibilities

• Analyze financial data to provide insights and recommendations to clients and colleagues.
• Prepare and present financial reports and presentations to stakeholders.
• Collaborate with cross-functional teams to develop and implement financial strategies.
• Stay current with industry trends and regulatory changes that impact financial planning and analysis.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• 2+ years of relevant work experience in financial analysis or a related field.
• Strong analytical and problem-solving skills.
• Proficiency in Excel and other financial modeling tools.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Passion for financial services and client service.

Skills

• Advanced Excel skills.
• Knowledge of financial modeling and valuation techniques.
• Experience with financial software such as Bloomberg or Morningstar.

Benefits

• Competitive salary and benefits package.
• Flexible work schedule.
• Professional development opportunities.
• Work-life balance with generous PTO policy.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

The position offers a flexible schedule to accommodate the needs of both the employee and the company.

Vestmark, Inc. is an equal opportunity employer.