Marketplace Research Analyst Intern (Product Marketing)

| Greater Boston Area
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Vestmark’s mission is to enable investors to better their financial well-being, which we do through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives. One of the product marketing team’s goals is to communicate Vestmark’s value proposition to key firms in the industry, in order to fulfill our mission of improving investor outcomes. Market research and capturing that information in an easily accessible format is essential to reaching that goal.

We are looking for the right candidate to gain valuable experience doing methodical research and transferring that information to Vestmark’s Salesforce.com CRM (customer relationship management) system, so that it is available and digestible to both the marketing and sales teams. The market data analyst intern will be responsible for researching companies in the Wealth Management market via public and paid sources and updating select attributes in Salesforce.com such as assets under management (AUM), firm type (Broker Dealer, Bank Trust etc.) and other relevant attributes for Sales and Marketing uses. 

Throughout this internship, you will broaden your knowledge of the wealth management industry, as you will have the opportunity to research all different channels of firms in the financial industry. Additionally, you will gain further proficiencies working in Salesforce and excel.

Responsibilities

  • Methodical research of individual wealth management firms (asset managers, broker dealers, bank wealth firms, and RIAs) to capture key attributes for sales database
  • Leverage industry tools, such as Discovery Database and ZoomInfo, to gather information on firms and key decision-makers within those firms
  • Input and review of information within Salesforce (Vestmark’s CRM system)

Qualifications

  • Experience using Excel and PowerPoint
  • Strong organizational and analytical skills, work ethic, and attention to detail
  • Intellectually curious and self-motivated
  • Familiarity with the wealth management industry
  • Preferably some experience with Salesforce.com

Education

  • Enrolled in BS/BA college level programs: majoring in a related field (marketing, business, finance)
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ASP.NETFrameworks
    • ExpressFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • BalsamiqDesign
    • IllustratorDesign
    • PhotoshopDesign
    • Aha!Management
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM

Location

Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

The Vestmark Fun Committee has hosted various virtual games, ping-pong/pool tournaments and baseball game outings that I’ve participated in and truly enjoyed. It boosts company morale and gives me the opportunity to get to know the fun and silly side of my coworkers from my own team as well as those from other departments.

Joan

Manager, VAS Trading

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Principal Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Senior Director, Engineering

How do you collaborate with other teams in the company?

We have learned to meet over Zoom as well as utilizing channels and direct messages in Slack. Today, as a hybrid office, we have more tools at our disposal to collaborate cross functionally. A great example would be with Slack channels having organized conversation, including files, graphics, and links makes for information readily available.

Thomas

Staff Project Manager

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in local community
Vestmark has a Charitable Committee that focuses on contributing in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Flexible work schedule
Vestmark provides employees with remote and hybrid options depending upon job responsibilities.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability insurance
Dental insurance
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision insurance
Health insurance
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance bonus
Charitable contribution matching
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Family medical leave
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Company sponsored family events
Vestmark sponsors employee/family oriented events including outdoor events and virtual game nights.
Vacation & Time Off Benefits
Generous PTO
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Vestmark hosts company events throughout the year.
Free snacks and drinks
Some meals provided
Meals provided for special occasions and company sponsored events.
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Onsite gym
Professional Development Benefits
Job training & conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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