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Professional Services Operations Analyst Jobs (NOW HIRING)

Operations Analyst

Wakefield, MA · On-site +1

$70K - $85K/yr

Vestmark's Outsourced Services (VOS) team is looking for an Operations Analyst to support our Outsourced Service Clients in Wakefield, MA. As an Analyst you will be responsible for supporting various ...

Computer Operations Analyst

Omaha, NE · On-site +1

$25.75 - $34.52/hr

... services for WoodmenLife Members. The Computer Operations Analyst serves as a key link between ... application development, systems engineering, and operations, ensuring production processes run ...

Vestmark's Outsourced Services (VOS) team is looking for an Operations Analyst to support our Outsourced Service Clients in Wakefield, MA. As an Analyst you will be responsible for supporting various ...

Work on special projects and operational related service issues to meet business needs Using ... Research and analyze business results to identify trends and research variances; make ...

Operations Analyst | World Enterprises We sell window cleaning supplies to professionals. Three ... Set up an internal tool that helps customer service answer questions faster. * Audit our shipping ...

Operations Analyst

New York, NY · On-site

$60K - $67K/yr

Building strong client relationships and cross-selling other services * Working towards ... Maintaining professional competence by always complying with the training and competence procedures ...

This role will provide Tier 2 and Tier 3 support services and act as an escalation point for the ... Highly professional demeanor with the ability to speak confidently, courteously, and credibly to ...

Operations Analyst | World Enterprises We sell window cleaning supplies to professionals. Three ... Set up an internal tool that helps customer service answer questions faster. * Audit our shipping ...

... professional experience supporting operations research, program management, financial management ... analytical and operational methodologies to support decision-making, program execution, and ...

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Professional Services Operations Analyst information

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How much do professional services operations analyst jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for professional services operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Professional Services Operations Analyst, and why are they important?

To excel as a Professional Services Operations Analyst, you need strong analytical skills, a background in business or operations management, and experience with data analysis or project coordination. Familiarity with CRM systems like Salesforce, project management tools such as Smartsheet or Asana, and proficiency in Excel or SQL are typically expected. Excellent communication, attention to detail, and adaptability are standout soft skills for this role. These competencies are crucial for optimizing service delivery, ensuring data-driven decision-making, and supporting efficient project execution within professional services organizations.

What are Professional Services Operations Analysts?

Professional Services Operations Analysts are professionals who support the operational efficiency of professional services teams within an organization. They analyze data, streamline processes, and optimize resource allocation to improve service delivery and client satisfaction. Their responsibilities often include reporting, project management support, process improvement, and performance tracking. By ensuring that operations run smoothly, they help consulting, IT, or other service-based teams achieve their goals and deliver value to clients.

How does a Professional Services Operations Analyst typically collaborate with consultants and project managers on client engagements?

A Professional Services Operations Analyst works closely with consultants and project managers to ensure smooth project delivery and efficient resource allocation. They assist in tracking project progress, managing budgets, and generating performance reports, which help project teams stay on target. Additionally, they facilitate communication between internal teams and clients, often resolving operational challenges and supporting project planning. This collaborative environment enables analysts to gain a comprehensive understanding of project lifecycles and develop cross-functional skills.

What is the difference between Professional Services Operations Analyst vs Business Analyst?

AspectProfessional Services Operations AnalystBusiness Analyst
CredentialsTypically requires a bachelor’s degree in business, management, or related field; certifications like CAPM or PMP are commonUsually holds a bachelor’s degree in business, IT, or related areas; certifications like CBAP or PMI-PBA are beneficial
Work EnvironmentWorks within professional services teams, focusing on operational efficiency and project supportWorks across departments to analyze business processes and recommend improvements
Employer & Industry UsageCommon in consulting firms, IT services, and professional service companiesFound in various industries including finance, healthcare, and technology

The Professional Services Operations Analyst primarily focuses on optimizing operations within professional services teams, while the Business Analyst evaluates and improves overall business processes across departments. Both roles require similar credentials and are used in related industries, but their core responsibilities differ in scope and focus.

More about Professional Services Operations Analyst jobs
What cities are hiring for Professional Services Operations Analyst jobs? Cities with the most Professional Services Operations Analyst job openings:
What states have the most Professional Services Operations Analyst jobs? States with the most job openings for Professional Services Operations Analyst jobs include:
What job categories do people searching Professional Services Operations Analyst jobs look for? The top searched job categories for Professional Services Operations Analyst jobs are:
Operations Analyst

Operations Analyst

Vestmark, Inc.

Wakefield, MA • On-site, Remote

$70K - $85K/yr

Full-time

Posted 16 days ago


Job description

Vestmark's Outsourced Services (VOS) team is looking for an Operations Analyst to support our Outsourced Service Clients in Wakefield, MA. As an Analyst you will be responsible for supporting various managed account business operations services, across multiple clients, including but not limited to Reconciliations, Account Administration, Corporate Actions and Security Master, and Performance oversight and reporting. This hands-on role requires daily hands-on processing and client contact and ensuring coordination with internal operations and technology teams to support and service VOS clients.
Responsibilities:
  • Develop a strong understanding of the team's processes, sponsor relationships, workflows, and systems that support managed account clients.
  • Support the processing and documentation of new account openings, account maintenance requests, terminations, funding activities, and ensure proper indexing and archiving of all required documents.
  • Perform comprehensive account-level reconciliations, including cash balances, positions, transactions, and tax lots, ensuring accuracy and completeness.
  • Identify and resolve reconciliation breaks quickly and accurately to ensure accounts are ready for trading each day.
  • Maintain an understanding of various security types, pricing methodologies, and security-type mappings, and apply this knowledge to daily operational processes.
  • Participate in special projects, including platform enhancements, workflow redesign, new product implementations, and operational improvements.
  • Support new client onboarding by ensuring accurate setup, data integrity, and seamless integration into operational processes.
  • Assist with system testing and validation of new functionality related to regular platform upgrades or new workflow tools.
  • Collaborate with team members and sponsor partners to resolve exceptions across all functions, ensuring a high level of service and operational accuracy.

Required Experience and Skills:
  • 2-4 years of experience in managed accounts, investment operations, or a similar financial services role.
  • Demonstrated ability to work effectively in a team environment, collaborating with colleagues, sponsors, and cross-functional partners.
  • Proven ability to work independently, prioritize tasks, and exercise sound judgment when resolving issues.
  • Strong knowledge and understanding of financial operations, including trade processing, reconciliation, account maintenance, and data integrity.
  • Familiarity with Separately Managed Accounts (SMAs), including workflows, account structures, and operational requirements.
  • Advanced desktop skills, particularly in Microsoft Excel (pivot tables, lookups, functions; VBA a plus).
  • Experience with the Vestmark platform is preferred but not required.

Key Attributes:
  • Self-starter who can display good judgment to plan and accomplish goals in complex fast-paced environment while balancing and managing multiple competing priorities
  • Excellent customer service skills and strong communicator
  • Collaborative interpersonal skills and ability to work within cross-functional teams

Education:
  • BA/BS degree required

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range
$70,000-$85,000 USD