Vanguard

Financial Services

FundFinancial&RegulatoryReportingAnalyst,Specialist

$85–115k ~AI est. Malvern, Pennsylvania, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Fund Financial & Regulatory Reporting Analyst, Specialist at Vanguard. Skills: Fund financial reporting, Regulatory reporting. Review fund financial reporting deliverables. Verify accuracy of deliverables”

Industry & Context.

Financial Services
Problems you'll solve

Resolve issues; Resolve data issues; Research and resolve items

What They're Looking For.

Must Have

Three years’ related business experience, Undergraduate degree or equivalent combination of training and experience

Nice to Have

Finance or Accounting degree preferred

What You'll Do.

Review fund financial reporting deliverables

Verify accuracy of deliverables

Assist in resolving issues

Perform analytical review of reports

Perform control checks

Oversee completion of key deliverables

Review financial reports for accuracy

Support dividend distribution process

Support capital gain distribution process

Support tax reporting functions

Analyze financial reports

Research and resolve items exceeding tolerance levels

Complete fund financial statements

Complete fund reports for shareholder reporting

Complete fund reports for regulatory reporting

Share knowledge with colleagues

Assist colleagues with problem resolution

Identify control gaps

Document control gaps

Recommend improvement measures

Strengthen internal control framework

Maintain internal control framework

Maintain policies and procedures

Identify opportunities for process improvements

Make recommendations for process improvements

Ensure controls are implemented

Ensure controls are executed

Develop understanding of regulatory reporting requirements

Ensure compliance with regulatory reporting requirements

Keep current on global regulatory changes

Work with third party service providers

Develop and implement changes

Facilitate fund certification process

Schedule fund certification process

Prepare certification documents

Participate in special projects

Perform other duties as assigned

How You'll Work.

Team & Collaboration

Peer lead for team; Work with third party providers; Work with auditors

Full Job Description

Join Vanguard’s Global Fund Reporting Team! This is an exciting opportunity to support Vanguard’s growing global product line-up. Crew in this role will contribute to the continued evolution of global fund reporting oversight and help shape lasting strategic changes across the organization. If you're passionate about driving impact and thrive in a fast-paced, collaborative environment, we want to hear from you. Be part of a team where your insights and initiative will make a lasting difference! Role responsibilities include: Review complex fund financial reporting deliverables completed by third party service providers to verify accuracy, and assists in resolving issues. Act as a peer lead for the team. Lead the daily oversight process. **Responsibilities:** * Performs analytical review of reports for low to medium complexity funds for accuracy. Validates results and performs control checks to ensure accurate results from service providers. Assists in resolving data issues or requests for information. * Oversees the completion of the group's key deliverables. Reviews selected financial reports for accuracy. Supports dividend and capital gain distribution process and tax reporting functions as assigned. Analyzes financial reports, and researches and resolves items that exceed established tolerance levels. * Completes fund financial statements and reports for shareholder and regulatory reporting in accordance with local regulatory reporting requirements. Shares knowledge and assists colleagues with problem resolution. * Identifies and documents any areas of control gaps. Recommends improvement measures and assists with the strengthening and maintenance of the internal control framework. * Maintains policies and procedures and identifies opportunities for improvement and makes recommendations for process improvements. Ensures controls are implemented and executed to mitigate risk. * Develops and maintains broad understanding of regulatory reporting requirements and ens

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