Director of Finance leading the strategic finance capability in a high - growth consumer app company. Reporting directly to the CEO and establishing financial planning frameworks from the ground up.
About the role
- Investment Solutions Associate supporting managed models delivery at Vestmark. Assisting in client onboarding, daily maintenance, and process improvements.
Responsibilities
- Support the Vestmark Manager Marketplace (VMM) team in delivering manager models to external destinations
- Assist with the client onboarding process, including tracking completion of contract paperwork, user portal setup, and model subscription activation
- Support relationship building efforts with asset managers, financial institutions, and other partners under guidance to help expand the range of investment products and services available on the platform
- Assist with daily client maintenance, including routine support requests and inquiries, new model setups, and portal user management
- Help automate repetitive tasks and provide data analytics support
- Support interactions with model providers and model subscribers to ensure information is correct and current
- Help monitor VAS portals to ensure model lifecycles are complete and current
- Coordinate with internal counterparts on both technical and relationship issues as needed
- Contribute to formal process and procedures documentation under guidance
- Support testing of system functionality as part of platform maintenance updates and upgrades
Requirements
- Bachelor's degree in Business, Product Management, or related field
- 1-3 years of experience in the managed accounts industry, with exposure to model delivery preferred
- Basic understanding of portfolio management and trading with some experience in brokerage and/or securities related industry
- Proficiency in Microsoft Office and Excel; Python and/or other programming languages a plus
- Strong analytical skills with ability to learn and grow
- Good writing skills, including ability to describe business requirements and create process flow diagrams using tools like Visio or Confluence
- Strong attention to detail and drive for client satisfaction
- Ability to support resolution of issues at both commercial and technical levels
- Good communication and organizational skills with ability to communicate concepts clearly
- Collaborative work style with strong interpersonal skills and ability to build positive working relationships
Benefits
- equity-based grants for all new hires
- company-paid medical premiums of 90%
- a competitive time-off program
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