Operations Associate Analyst (Entry-level)

As an Operations Associate Analyst at Vestmark, your core responsibilities will include supporting various business operations services for managed accounts. This entails document processing for new account setup and maintenance, performing reconciliations at the account level, monitoring daily and monthly performance metrics, and assisting with corporate actions. You will play a vital role in ensuring our clients receive consistent support and accurate reporting.

To become an Operations Associate Analyst at Vestmark, you'll require a BA/BS degree and preferably some experience in managed account operations. Strong Excel skills and a good understanding of financial operations are essential. Being a self-starter with excellent customer service abilities and the capacity to work both independently and as part of a team will greatly benefit your success in this role.

At Vestmark, the work environment is collaborative and supportive. As an Operations Associate Analyst, you will be working in a fast-paced atmosphere that encourages teamwork and communication. You'll have the opportunity to engage with various departments, fostering a culture of continuous learning and development while delivering exceptional service to our clients.

Important skills for an Operations Associate Analyst at Vestmark include advanced Excel proficiency, excellent communication, and customer service abilities. A strong understanding of managed accounts and financial operations, alongside the ability to display good judgment and manage multiple priorities effectively, will set you apart in this role as you contribute to the success of our clients.

Vestmark is committed to the professional growth of its employees, including Operations Associate Analysts. You’ll have opportunities for training and development, participation in special projects, and performance evaluations that can help you identify your strengths and areas for growth. The supportive environment and collaborative culture at Vestmark encourage you to expand your skills and take on new challenges as your career progresses.

When answering this question, be sure to highlight any relevant experience you have, whether through coursework or internships. Discuss specific reconciliations you’ve performed, the software tools you used, and how you approached discrepancies. Show your familiarity with cash and position reconciliations, and emphasize your attention to detail and problem-solving skills.

To answer effectively, express your genuine interest in financial operations and how Vestmark’s commitment to diversity and innovation aligns with your values. Mention specific aspects of the role, like client interaction and data analysis, that excite you and how they relate to your career goals.

Use an example from your academic or professional experience to illustrate your time management skills. Talk about specific strategies you employ, such as creating to-do lists, using digital tools to manage deadlines, and regularly reassessing priorities based on project urgency.

To answer this question, demonstrate that you’ve done your research about Vestmark and their Outsourced Services (VOS) team. Explain the range of services they provide and how they support clients, showcasing your understanding of the role you are applying for and its context within the company.

Discuss your level of proficiency with Excel, mentioning specific functions or tools you are familiar with, such as pivot tables, v-lookup, or data visualization techniques. If you have examples of how you've used Excel in past projects or positions, be sure to share them.

Provide a specific example, detailing your role within the team, the project's goal, and the outcome. Explain how you contributed to the teamwork dynamics and how you handled any challenges that arose during the collaboration.

Share a clear instance where you encountered a discrepancy—what it was, how you identified the problem, and the steps you took to resolve it. Highlight your analytical skills and attention to detail in the resolution process.

Discuss processes you utilize to maintain quality, such as double-checking your work, seeking feedback from peers, or using checklists. Provide examples that illustrate your commitment to producing excellent results.

Be clear about your motivations for wanting to work for Vestmark. You can mention their supportive workplace culture, commitment to diversity, and opportunities for professional development as key reasons that attract you to the company.

Articulate your career aspirations and how the Operations Associate Analyst position will help you achieve them. Explain the skills you hope to develop and how you envision progressing within Vestmark or the industry as a whole over the next few years.