Vestmark

Vestmark

Senior Analyst

Wakefield, MA | $83K - $157K

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Company information

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.

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201-500 employees
Financial Services, Asset Management, Wealth Management, Investment Management, Financial Technology
Privately Held
Last round: Nov 10, 2017
Last round: US$ 11.7M
Wakefield, MA
Company Specialties:
Account Oversight, Model Management and Rebalancing, Trading, Compliance, Client Performance and Reporting, Robo Advisor, Software Development , SaaS, Reconciliation, and Financial Software