- Location
- Scottsdale, AZ, United States of America · Malvern, PA
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Finance
- Education
- Bachelor
- Visa
- Not sponsored
- Source
- Workday
Description
Join Vanguard's Fund Analysis and Oversight team and play a critical role in supporting the accuracy, integrity, and daily operations of our investment products. As a Fund & Investment Operations Analyst, you'll solve operational challenges, improve processes, and partner across the business to help deliver exceptional outcomes for the clients we serve.
Responsibilities:
- Serves as subject matter and technical expert, identifies and resolves complex fund and investment operational issues. Analyzes cash flow, transaction, and portfolio holdings data.
- Leads process improvements efforts, completes comprehensive analysis, and recommends solutions.
- Documents procedures across all fund and investment product types. Leverages fund and investment operational knowledge to aid in the production of gold copy data and enhance output.
- Maintains communication with internal and external partners to resolve process and reconciliation issues. Oversees the research and implement complex process improvements.
- Oversees daily operation, manages controls and verifies completion of processes.
- Identifies opportunities for process improvements and proactively proposes solutions.
- Participates in special projects and performs other duties as assigned.
Qualifications:
- Two years’ related work experience.
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
- Strong investment acumen and data analysis background.
- Fund accounting exp. nice to have.
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 model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
