Vestmark
SaaS portfolio management and trading platform
Trading Analyst
About the job
- Bachelor's degree in a related field
- 0-3 years of experience in the Separately Managed Account (SMA) or wealth management industry
- Strong analytical skills and proficiency in Microsoft Office
- Must be highly organized with strong attention to detail, self-motivated, good work ethics, and work effectively in a team environment
- Teamwork - We before me-- Puts needs of the team first and aspires to bring out the best in others; collaborative, empathetic, and humble; values the opinions of others; assists others when needed; participate effectively as a member of a team; balances personal contributions and needs with those of other members of the team to achieve common objectives
- Knowledge Explorer - Creative problem solver and adapts to challenges at hand using creative collaboration; curious, proactive, and resourceful; able to incorporate other viewpoints as part of the process of developing solutions
- Positive Energy - Ability to address difficult situations with humor and sense of opportunity; approachable, constructive and engaged
- Own It - Ability to be accountable for results and follow through to completion
- Proactively identify opportunities for improvements in trading process and efficiency
- Process client model change requests by generating the across-the-board (ATB) block trade orders required to affect the model changes, within the client sponsor, while performing all related controls to mitigate risk
- Process maintenance requests (new accounts, cash flows, terminations, tax harvests, etc.) by rebalancing accounts as instructed and routing the resulting trade orders for execution, within the client sponsor, while performing all related controls to mitigate risk
- Communicate client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation, within client SLAs, while performing all related controls to mitigate risk
- Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors
- Responsible for all aspects of trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team across Vestmark and its enterprise clients' platforms
- Working knowledge of the Vestmark, CG Trade Connect, Fiserv APL, Fiserv MMS, Placemark Model Management, Envestnet Manager Portal
About the company
Vestmark provides portfolio management and trading software as a service for wealth management and financial services. Its main product, VestmarkONE, helps broker-dealers, investment managers, bank trusts, and financial advisors manage personalized, multi-asset portfolios by combining portfolio construction, advanced trading, rebalancing, tax-aware trading, compliance, risk management, and automated reconciliation in a single platform. Clients subscribe to the SaaS platform and receive ongoing updates, allowing them to scale operations and improve efficiency. Vestmark differentiates itself through an integrated, middle- and back-office focus designed to streamline processing, custody, and compliance workflows for financial institutions, backed by over seventeen years of experience. The company's goal is to help clients operate more efficiently, reach new audiences, and deliver better outcomes for investors by providing a stable, scalable technology stack that supports growth.
Company Size
201-500
Company Stage
Series B
Total Funding
$40.3M
Headquarters
Wakefield, Massachusetts
Founded
2001
Get referred to Vestmark
See people who can refer or advise you
Simplify's Take
What believers are saying
- September 9, 2026 Envestnet acquisition adds capital, distribution, and cross-sell into $8 trillion assets.
- June 30, 2026 CARD and May 2026 Pulse show accelerating AI investment and launches.
- Vanguard's August 2026 partnership expands credibility with RIAs demanding customizable model portfolios.
What critics are saying
- Envestnet's Q4 2026 acquisition can stall Vestmark roadmaps and distract engineers.
- Tamarac, Orion, and Black Diamond attack Vestmark's core platform economics with bundled workflows.
- If Envestnet integration fails, Vestmark loses autonomy and becomes a product inside a larger stack.
What makes Vestmark unique
- VestmarkONE runs trading, rebalancing, tax transitions, and compliance across five million accounts.
- Vanguard chose Vestmark for Custom Model Portfolios, validating its institutional portfolio workflow stack.
- Vestmark Pulse embeds AI directly into advisor workflows, not as a separate analytics layer.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Medical, Dental, and Vision - Vestmark pays 90% of our employees’ medical and dental coverage which are administered through Blue Cross Blue Shield (BCBS) along with Eyemed for vision.
Vestmark 100% Paid Benefits - Vestmark is proud to offer maternity and parental leave, Life, Short-Term and Long Term Disability Benefits at no cost to the employee, and Employee Assistance Program and work-life benefits.
Generous PTO - Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service in addition to receiving 10 days per year of paid sick leave.
Diversity - At Vestmark, we strive to create an inclusive workplace that fosters, embraces and celebrates diversity and fairness. We continue to build a comprehensive culture where all employees are Welcomed, Valued, Respected and Heard.
Flexible Spending Account (FSA) - Vestmark employees can contribute annually to health care and dependent care FSAs and participate in our employer-matched HSA program.
401(k) with Employer Matching - Vestmark will match the employee’s 401(k) and ROTH contribution up to 50% of the first 8% per pay period with a two-year vesting component.
Company Equity - Vestmark also offers additional compensation in the form of Restricted Stock Units (RSUs). Our RSUs are issued through a vesting and distribution schedule after achieving required milestones.
Match Charitable Contributions - Vestmark is very proud of our Charitable Giving Program. We will match up to $250 annually to an approved charity of our employee's choice.
Stay Fit - Exercise your mind and your body with our on-site gym located at our Wakefield, MA headquarters. If you can't take advantage of our corporate gym, our Blue Cross Blue Shield plan offers fitness reimbursement.
Pet Insurance - Employees may choose to enroll in pet insurance at a discounted rate.
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 1%2 year growth
↑ 0%Bain capital-backed Envestnet buys Vestmark. Envestnet, backed by Bain Capital, has agreed to acquire Vestmark, a provider of portfolio management technology, institutional-grade trading and outsourced investment management services. The acquisition will expand Envestnet's capabilities across the wealth management lifecycle, including portfolio construction, personalization, implementation, trading and management, while allowing clients to remain on their existing platforms. Envestnet said the combined platform will serve firms ranging from emerging RIAs to large advisory enterprises and will continue investing in both companies' existing product roadmaps. Vestmark supports more than $2 trillion in assets and over five million accounts and serves wealth management firms, asset managers and advisors. Ropes & Gray is serving as legal advisor to Envestnet, while UBS, Goldman Sachs, RBC Capital Markets, JPMorgan Securities and Morgan Stanley are serving as financial advisors. WilmerHale is serving as legal advisor to Vestmark, with Raymond James and Berenson & Co. serving as its financial advisors. Knox Lane Acquires Majority Stake in SAGE Integration SAGE provides the design, retrofit, installation and maintenance of facility security services for enterprise customers. To read the entire story, you must be logged in. Traver Strategic Holdings Acquires Apprio, Launches Varetis Apprio provides technology and professional services to federal agencies as well as healthcare organizations. To read the entire story, you must be logged in. Blackstone Reportedly Explores $2B Sale of ZO Skin Health ZO Skin Health offers skincare products including cleansers, serums, exfoliators and toners distributed through physicians and skincare professionals. To read the entire story, you must be logged in. CVC Reportedly Explores $2B Sale of Arthea A potential exit comes amid active dealmaking in beauty and personal care, including transactions involving L'Oréal, Henkel and Advent. To read the entire story, you must be logged in.
Envestnet strikes deal to acquire Vestmark. Envestnet has purchased wealthtech provider Vestmark to bolster its trading, tax, and artificial intelligence capabilities. Additionally, the acquisition is set to allow advisors across the wealth management sector to gain broader access to portfolio management, alongside technology support and outsourced investment management services. Following the acquisition, the combined company will continue to support VestmarkONE and VAST, in addition to Envestnet's Tamarac and MoneyGuide lineup, Envestnet stated. "Wealth management offerings have been siloed for too long, with advisors, traders, and portfolio managers each locked into their own piece of the puzzle," said Chris Todd, chief executive officer of Envestnet. "Wherever a firm sits today, and wherever they're headed next, they'll have a platform that can grow with them." Specific terms of the transaction, which is expected to close in the fourth quarter, were not disclosed. The acquisition comes shortly after Envestnet made a $35 billion "surge" investment in Tamarac, in a move to bolster its portfolio management offering. The investment is part of the firm's $1 billion, five-year research commitment to help reshape and enhance the advisor experience. Recently, Vestmark launched the Vanguard Custom Model Portfolios in partnership with Vanguard to provide model portfolios to registered investment advisors, as asset classes and service preferences continue to be growing factors for clients. Envestnet went private in 2024 after the firm was acquired by private equity firms Bain Capital and Reverence Capital Partners in an all-cash deal worth $4.5 billion, alongside asset managers BlackRock, Fidelity Investments, State Street, and Franklin Templeton.
/PRNewswire/ -- Envestnet, a leading Adaptive WealthTech company serving more than a third of all advisors across all its platforms and $8 trillion in platform...
Vanguard introduces new customizable Model Portfolios. To streamline portfolio personalization for registered investment advisors, Vanguard has expanded its model portfolio offering with the introduction of Vanguard Custom Model Portfolios. The new offering allows advisors to modify select existing Vanguard models to account for client preferences in products, asset classes, and management styles while maintaining low costs. In fact, several of Vanguard's existing multi-asset and single-asset-class model portfolios will be available for customization. Leveraging Vanguard's models also unlocks savings for advisors and their clients, as the average cost of Vanguard's model portfolios is about 80% lower than the industry average, with an average expense ratio of .07%, the firm noted, citing data from Morningstar. What's more, according to Vanguard research, using model portfolios to scale core portfolio construction can reduce the time advisors spend on portfolio management by two-thirds - time that can be reallocated to other tasks, such as behavioral coaching and prospecting. As part of the offering, Vanguard is working with Vestmark's wealthtech platform, the turnkey asset management platform from SS&C Black Diamond Wealth Solutions, and Orion's Tailored Allocation Portfolios to help advisors and firms implement Vanguard Custom Model Portfolios through scalable platform workflows. Vestmark's solution supports open-architecture portfolios that may bring together mutual funds, exchange-traded funds, separately managed accounts, direct indexing and alternative investments within a unified managed account. Through the collaboration, Vestmark will provide trading, tax-management and advisor-service capabilities to help wealth managers deliver more personalized portfolios at scale. Vanguard also provides white-label or co-branded marketing materials to help advisors communicate portfolio strategies and engage clients more effectively. "Advisors shouldn't have to choose between scale and control," noted Eve Cout, Head of Advisor Solutions, Financial Advisor Services. "Technology-enabled platform capabilities have made model portfolios increasingly customizable and simple to deliver and use. With Vanguard Custom Model Portfolios, we are combining the efficiency of models with the flexibility advisors need to serve their clients." "Vanguard has built its reputation around disciplined investing, low costs and long-term investor outcomes," added Vestmark CEO Karl Roessner. "By combining that investment expertise with Vestmark's portfolio-management, trading and tax-management infrastructure, we can help RIAs deliver greater personalization without adding operational complexity." Please log in or create a free account to comment on this article. Share to: Publish date: August 13, 2026 By: Sponsored by MFS
Vanguard has selected Vestmark to support its Custom Model Portfolios for registered investment advisors. The collaboration will provide trading, tax-management, and advisor-service capabilities to help wealth managers deliver personalised portfolios at scale. Vanguard Custom Model Portfolios allow advisors to modify Vanguard's multi-asset and single-asset-class models whilst retaining the firm's investment approach and low costs. Vestmark's solution supports open-architecture portfolios combining mutual funds, ETFs, separately managed accounts, direct indexing, and alternative investments within a unified managed account. Advisors will access a white-labelled digital platform for viewing accounts, submitting service requests, and conducting tax analyses. Vestmark supports over $2 trillion in assets and more than five million investor accounts across 72,000 financial advisors.