Vanguard
Financial Services
Jr.Fund&InvestmentOperationsAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Jr. Fund & Investment Operations Analyst at Vanguard. Skills: Account setup, Operational maintenance. Manage new account setup. Manage operational maintenance”
Industry & Context.
Identify areas of inefficiency or risk
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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