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Investment Analyst (Hybrid) - Vestmark

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Job Title
Investment Analyst (Hybrid)
Job Location
Wakefield, MA (Hybrid)
Job Description

Vestmark has been supporting clients’ direct indexing solutions for more than a decade.  As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks an Investment Analyst to work as a member of the Quantitative Portfolio Management team to implement personalized direct indexing strategies, assist Portfolio Managers in the day-to-day management of portfolios, and support analytical and operational needs of the investment management team. The role is hybrid and based out of Wakefield, MA.


  • Work closely with and support the Portfolio Management team on the day-to-day investment management operations
  • Perform optimization testing and scenario analysis using optimization tools such as Northfield / MARS
  • Conduct ad hoc investment research using such tools as Morningstar Direct
  • Monitor index changes, corporate actions and other investment and client related data
  • Collaborate and communicate with trading and operations team 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
  • Contribute to the growth and development and growth of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.


  • Bachelor’s degree in financial or quantitative discipline, CFA preferred
  • 2-5 years of investment management experience
  • Knowledge of quantitative investing and portfolio management concepts including risk modeling, optimization, portfolio construction, index methodology
  • Strong analytical and quantitative skills, self-starter
  • Experience in programming languages such as Python, R, SQL a plus
  • Ability to communicate effectively both written and verbally
  • Ability to meet tight deadlines and work under pressure with high attention to detail
  • Team player working with highly collaborative and cross-functional teams

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.


Vestmark Headquarters Location

Wakefield, MA

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Vestmark Company Size

Between 200 - 500 employees

Vestmark Founded Year


Vestmark Total Amount Raised


Vestmark Funding Rounds

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  • Series Unknown

    $11,650,009 USD

  • Private Equity

    $37,000,000 USD

  • Series Unknown

    $1,700,000 USD