Investment Support, Senior Associate

Vanguard • Malvern, PA

15d • Onsite

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.

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.

Vanguard, one of the world's largest 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.

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Requirements

• Possess excellent analytical, researching, and problem-solving skills
• Ability to work in an open and collaborative environment
• Strong verbal and written communication
• Self-starter and driven individual
• Two years related work experience.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

• Accounting or Finance degree preferred.

Responsibilities

• Serves as a trading assistant, working with traders, portfolio managers and/or broker-dealers to confirm the details of executed trades.
• Leverages knowledge of financial markets, instruments, and drivers to identify and resolve trade settlement issues.
• Monitors trade settlements and communicates failed settlements to the appropriate trade desk.
• Supports process improvements efforts, completes comprehensive analysis, and recommends solutions.
• Documents procedures across all investment product types.
• Leverages fund and operational knowledge to aid in the production of gold copy data and enhance output.
• Oversees daily operations, 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.

What This Job Offers

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