Cost Basis Associate

Vanguard • Scottsdale, AZ

1d • Hybrid

About The Position

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. 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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Minimum two years of business experience.
• Ability to work effectively within a team, learn quickly, and adapt to a dynamic environment.
• Strong interpersonal, research, time‑management, and problem‑solving skills.
• Excellent written and verbal communication skills.
• Computer proficiency; ability to learn proprietary systems.
• Commitment to a positive, collaborative workplace and the ability to give and receive constructive feedback.
• Ability to prioritize and manage multiple tasks in a fast‑paced environment.
• Flexibility to work overtime and business‑critical shifts as needed.

Nice To Haves

• Background in accounting, finance, or brokerage operations.
• Prior exposure to cost basis, investment operations, or tax‑related work.

Responsibilities

• Develop Cost Basis Expertise: Build a strong understanding of cost basis methodologies, internal policies, and IRS regulations in an effort to calculate and maintain accurate client data.
• Reconstruct Complex Data: Analyze historical investment records, corporate actions, and transaction activity to solve cost basis discrepancies and validate system outputs.
• Ensure Accuracy & Quality: Attention to detail in reviewing system‑generated calculations, confirm accuracy, and participate special projects to strengthen data integrity.
• Collaborate & Innovate: Work cross‑functionally to enhance processes, support system enhancements, and contribute to a culture of continuous improvement.
• Champion Lean Practices: Participate in daily team huddles, identify process‑improvement opportunities, and apply Lean Management tools to drive efficiency and innovation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level