Vanguard

Financial Services

Jr.Fund&InvestmentOperationsAnalyst

$65–85k ~AI est. Malvern, Pennsylvania, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Jr. Fund & Investment Operations Analyst at Vanguard. Skills: Account setup, Operational maintenance. Manage new account setup. Manage operational maintenance”

Industry & Context.

Financial Services
Problems you'll solve

Identify areas of inefficiency or risk

Eligibility Requirements

No visa sponsorship

What They're Looking For.

Must Have

Accounting or Finance degree preferred, Two years’ related work experience, attention to detail and accuracy, Comfortable working in a fast-paced administrative environment, Effective interpersonal, verbal, and written communication, Excel vlookup, pivot table, and macros

Nice to Have

Python knowledge a plus

What You'll Do.

Manage new account setup

Manage operational maintenance

Timely and accurate setup of new Separately Managed

Validation of data completion

Review of data inputs

Management of operational risk-exception reports

Support VPI's management of client portfolios

Effective communication and updates

Support work and data input from other members

Coverage and data quality validation

Support process improvements efforts

Identify areas of inefficiency or risk

Verbalize recommendations

Collaborate with team-members

Execute on process improvements

Participates in special projects

Performs other duties as assigned

How You'll Work.

Team & Collaboration

Internal and external stakeholders; Team-members

Communication Scope

Verbal communication; Written communication

Full Job Description

**Responsibilities:** Manage the new account setup and operational maintenance of Vanguard's direct indexing business. Accountable for the following: * Timely and accurate setup of new Separately Managed Accounts (SMAs). Includes validation of data completion along Vanguard’s acceptance of portfolio instruction * Review of data inputs (client info, investment directive, holdings) across various platforms and software * Management of other operational risk-exception reports and tasks, used to support VPI's management of client portfolios * Effective communication and updates across both internal and external stakeholders * Support work and data input from other members of the department, including coverage and data quality validation * Support process improvements efforts. Identify areas of inefficiency or risk, verbalize recommendations, collaborate with team-members, execute on * Participates in special projects and performs other duties as assigned **Qualifications:** * Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred * Two years’ related work experience * Strong attention to detail and accuracy, ensuring risk is mitigated across a high-volume data inputs * Comfortable working in a fast-paced administrative environment * Effective interpersonal, verbal, and written communication across internal and external stakeholders * Excel vlookup, pivot table, and macros * Python knowledge a plus **Special Factors** **Sponsorship** Vanguard is not offering visa sponsorship for this position. **About Vanguard** At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. **How We Work** Vanguard has implemented a hybrid working mod

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