Full-Time
HR Associate
Confirmed live in the last 24 hours
Vestmark
201-500 employees
Portfolio management and trading software solutions
Entry
Wakefield, MA, USA
Onsite presence required.
- Bachelor's degree in HR with 0-2 years’ experience or equivalent experience.
- Ability to successful multi-task and prioritize work
- Strong interpersonal and communication skills.
- Advanced computer literacy with specific proficiency in Word, Excel, and PowerPoint.
- Ability to maintain confidentiality and demonstrate good judgment.
- Work with HR Business Partners to create manager training presentations. Schedule and coordinate training and development sessions.
- Coordinate interview schedules and assist Recruiting department.
- Support benefits administration and vendor coordination.
- Facilitate new hire orientation and manage all tasks related to onboarding of new employees.
- Responsible for off boarding employees (preparing exit paperwork, conducting exit interviews, analyzing exit interview data to trend themes, etc.).
- Leverage people data analytics to assist HR Business Partners with business solutions (evaluate program effectiveness, suggest improvements and implement changes).
- Maintain employee data, process employee status changes in HRIS system and run employee related reports from the HRIS.
- Lead the Diversity, Equity and Inclusion Committee. Actively participate Charity and FUN Committees.
- Respond to internal and external HR related inquiries or requests.
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.
Vestmark provides portfolio management and trading software tailored for the financial services industry. Its main product, the VestmarkONE platform, allows clients to manage personalized, multi-asset portfolios efficiently. The platform includes features for portfolio construction, trading, rebalancing, compliance, and risk management, all integrated to enhance operational efficiency. Unlike many competitors, Vestmark focuses on improving middle and back-office operations, enabling clients to concentrate on strategic goals and client interactions. The company's goal is to help financial institutions operate more effectively, ultimately driving growth and better outcomes for investors.
Company Stage
Seed
Total Funding
$39.2M
Headquarters
Wakefield, Massachusetts
Founded
2001
6 month growth
↑ 1%1 year growth
↓ -2%2 year growth
↑ 7%
Simplify's Take
What believers are saying
- Vestmark's strategic investments in companies like Oracle and Block indicate a forward-thinking approach and potential for high returns.
- The partnership with PureFacts could significantly boost operational efficiency and client satisfaction, driving growth in the wealth management sector.
- Vestmark's comprehensive platform allows financial institutions to focus more on strategic goals and client-facing activities, potentially leading to higher client retention and satisfaction.
What critics are saying
- The financial technology space is highly competitive, and Vestmark must continuously innovate to maintain its market position.
- Integrating new features and partnerships, such as with PureFacts, could pose operational challenges and require significant resources.
What makes Vestmark unique
- Vestmark's VestmarkONE platform integrates a wide range of portfolio management functions, from trading to compliance, offering a comprehensive solution that many competitors lack.
- The company's SaaS model ensures continuous updates and improvements, providing clients with cutting-edge technology without the need for significant upfront investments.
- Vestmark's recent partnership with PureFacts enhances its billing capabilities, making it a more attractive option for wealth management firms looking for end-to-end solutions.
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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.