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Financial Analyst Financial Consultant

Investment Solutions Analyst | Onboarding & Model Delivery

Job in Wakefield, Middlesex County, Massachusetts, 01880, USA
Listing for: Vestmark
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm seeks an Investment Solutions Analyst to support the delivery of investment models and enhance client onboarding processes. This full-time position requires a Bachelor's degree and 1-3 years of experience in the managed accounts industry. The ideal candidate has proficiency in Microsoft Office and strong analytical skills. The role is vital in improving processes and maintaining relationships with external clients and asset managers.

Compensation ranges from $80,000 to $90,000, with additional benefits and equity-based grants.
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