Vestmark

Backend Engineer

• Architect, design, and implement scalable and reliable Java-based software solutions.
• Write clean, efficient, well-documented, and maintainable Java code.
• Conduct thorough code reviews and advocate for best practices in software design.
• Mentor junior engineers and share technical expertise within the team.
• Develop unit tests, integration tests, and participate in end-to-end testing.
• Debug and resolve complex issues related to performance, scalability, and reliability.

Java Software Engineer

Operations

• Develop a strong understanding of the team’s processes, sponsor relationships, workflows, and systems used to support managed accounts.
• Perform account-level reconciliations, including cash, positions, transactions, and tax lots, ensuring accuracy and completeness.
• Monitor and manage settlement cycles and escalating issues when necessary to avoid fails.
• Perform fail management, including tracking unsettled trades, researching causes, and mitigating potential penalties or buy-in risks.
• Collaborate and communicate with internal teams (trading, reconciliation, COAC) as well as external counterparties (brokers, custodians, managers) to resolve settlement and operational issues.
• Oversee corporate actions related to fixed income securities such as calls, redemptions, interest payments, and other mandatory and voluntary events.
• Participate in special projects, including platform enhancements, workflow improvements, and system upgrades.
• Support new client onboarding and new fixed income manager onboarding, ensuring accurate setup and seamless integration into operational workflows.

Fixed Income Operations Analyst

• Develop a strong understanding of the team’s processes, sponsor relationships, workflows, and systems that support managed account clients.
• Support the processing and documentation of new account openings, account maintenance requests, terminations, funding activities, and ensure proper indexing and archiving of all required documents.
• Perform comprehensive account-level reconciliations, including cash balances, positions, transactions, and tax lots, ensuring accuracy and completeness.
• Identify and resolve reconciliation breaks quickly and accurately to ensure accounts are ready for trading each day.
• Maintain an understanding of various security types, pricing methodologies, and security-type mappings, and apply this knowledge to daily operational processes.
• Participate in special projects, including platform enhancements, workflow redesign, new product implementations, and operational improvements.
• Support new client onboarding by ensuring accurate setup, data integrity, and seamless integration into operational processes.
• Assist with system testing and validation of new functionality related to regular platform upgrades or new workflow tools.
• Collaborate with team members and sponsor partners to resolve exceptions across all functions, ensuring a high level of service and operational accuracy.

Operations Analyst

Customer Support

• Deliver industry-leading support to Financial Advisor clients
• Manage day-to-day inquiries while orchestrating cross-departmental projects
• Cultivate and maintain strong relationships with Financial Advisors
• Act as the primary point of contact for client-related tactical issues
• Address Financial Advisor inquiries via phone, portal, email, and group inbox
• Provide daily support and data issue resolution
• Conduct thorough needs assessments and deliver tailored solutions
• Organize, manage, and execute cross-department client-related projects
• Maintain accurate records of client interactions and resolutions
• Escalate complex issues appropriately while maintaining ownership of client experience

Java Software Engineer

Fixed Income Operations Analyst

Operations Analyst

Advisor Support Specialist