Vestmark

Business Analyst

• Serve as the primary Business Analyst supporting multiple engineering teams
• Elicit, analyze, and document functional and non-functional requirements through discussions with clients, prospects, and internal stakeholders
• Collaborate with clients and internal stakeholders to develop functional specifications and supporting documentation
• Conduct requirements analysis, feasibility studies, and impact assessments to support solution design
• Partner with engineering teams to clarify requirements, answer questions, and validate that delivered solutions meet business needs
• Facilitate requirements review sessions and gain stakeholder approval on proposed solutions
• Support Product Management with requirements input to inform product roadmap and feature prioritization decisions
• Present functional requirements, analysis findings, and proposed solutions to internal and external stakeholders
• Support quality assurance activities including test plan reviews and user acceptance testing
• Support the successful delivery of enhancements throughout the product lifecycle

Senior Business Analyst

Product Manager

• Contribute to the product roadmap by gathering and synthesizing input from customers, stakeholders, and data.
• Document clear product requirements, user stories, and acceptance criteria in collaboration with senior team members.
• Conduct competitive research and user interviews to surface insights that inform product decisions.
• Work closely with Engineering, Design, Compliance, and Operations teams to support timely and high-quality product delivery.
• Act as a reliable liaison between business stakeholders and the development team, ensuring alignment throughout the product lifecycle.
• Prepare and present clear product updates to internal stakeholders and team leads.
• Participate actively in agile development ceremonies including refinement, backlog grooming, and retrospectives.
• Track product performance post-launch and assist in identifying areas for improvement based on user feedback and metrics.
• Support the team in managing scope and trade-offs with guidance from senior leadership.
• Apply artificial intelligence to expedite development execution and requirements writing in a responsible manner and aligned with company guidelines.
• Develop a working understanding of relevant financial regulations and compliance considerations as they apply to product features.
• Partner with Compliance and Legal teams to ensure new features meet applicable standards.

Associate Product Manager

Data Analyst

• Work closely with and support the Portfolio Management team on the day-to-day investment management operations including oversight of all Quality Assurance tasks
• Perform optimization testing and scenario analysis using optimization tools such as Northfield
• Conduct ad hoc investment research by writing code in SQL and Python
• Collaborate and communicate with trading and operations teams to implement effective trading strategies
• Work closely with sales consultants in reviewing tax transition optimizations, mitigate issues raised, respond to client requests
• Partner with product management and technology teams to develop, automate and enhance systems and processes to improve portfolio management efficiency, draft JIRA requirements
• Perform testing plan and execution of UAT across latest development releases

Quantitative Analyst

Vice President

• Build and maintain strategic relationships with field distribution teams
• Network extensively to identify new distribution opportunities
• Partner with sales and client success teams for go-to-market strategies
• Deliver compelling presentations of Vestmark's value proposition
• Coordinate and participate in field events, regional conferences, and partner meetings
• Serve as the voice of distribution partners internally at Vestmark
• Drive lead generation by maintaining strong communication channels
• Leverage Vestmark's thought leadership and market insights

VP, Asset Manager Channel

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.