Vestmark Technical Business Analyst
Listed on 2026-07-23
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IT/Tech
Business Systems & Technology Analysis, IT Business Analyst, Business Intelligence -
Business
Business Systems & Technology Analysis, Business Intelligence
Vestmark / Portfolio One Technical Business Analyst
Contract | Hybrid – Boston, MA or San Francisco, CA | 2–3 days onsite
We’re hiring a senior Technical Business Analyst / Platform SME to support a complex migration from a highly customized legacy Vestmark environment to Portfolio One.
This person will work closely with business, operations, data, and platform teams to understand the current environment, analyze customized extracts and downstream data flows, and translate business needs into clear configuration and migration requirements.
What You’ll Do- Analyze legacy Vestmark configurations, customized extracts, interfaces, and downstream dependencies
- Compare standard and customized data outputs to identify transformations and undocumented logic
- Translate business and operational requirements into detailed platform configuration requirements
- Support product mapping, data conversion, migration planning, and implementation activities
- Partner with business users, operations teams, technical stakeholders, and external platform resources
- Help document current-state data flows, system behavior, and target-state requirements
- Hands‑on experience with Vestmark, VestmarkONE, Portfolio One, or a legacy Vestmark environment
- Experience supporting platform configuration, implementation, migration, or conversion initiatives
- Experience analyzing customized extracts, data mappings, interfaces, and downstream data flows
- Strong business analysis and communication skills, with the ability to bridge technical and nontechnical teams
- UMA, SMA, overlay management, or managed‑account platform experience
- SQL, source‑to‑target mapping, product mapping, or data lineage experience
- Asset management or wealth management background
This is a contract opportunity requiring 2–3 days per week onsite in either Boston or San Francisco
.
- Health insurance
- Health savings account
- Vision insurance
- Flexible spending accounts
- Life insurance
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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