Investment Trade Support Specialist

Vanguard•Malvern, PA

1d•Onsite

About The Position

The Investment Trade Support Specialist serves as a primary liaison among portfolio managers, traders, relationship managers, custodians, and internal partners, providing guidance on portfolio administration and data issues and determining escalation, resolution, and risk-mitigation paths. The role leads daily ad hoc portfolio administration and operational activities in accordance with defined procedures and objectives. The specialist analyzes and reconciles investment and portfolio data, evaluates trends and potential impacts to portfolio positioning, and identifies data, valuation, or trade-readiness risks. The role supports the maintenance, delivery, and validation of investment, market, and portfolio data across systems, investigates exceptions and operational issues, conducts root-cause analysis, and recommends corrective actions or control improvements. The position also supports onboarding and administration of new portfolios, products, and market-driven events through requirements gathering, data validation, and testing. It contributes to dashboards, operational reporting, management information, process documentation, standard operating procedures, and continuous improvement initiatives, and participates in special projects and other assigned duties. This is a fully onsite position, Monday through Friday, in Malvern, Pennsylvania. Vanguard is not offering visa sponsorship for this position.

Requirements

At least three years of experience in the financial services industry or related experience.
Undergraduate degree or an equivalent combination of training and experience.
Demonstrated ability to build and maintain strong relationships with stakeholders and business partners.
Strong attention to detail and experience working in environments where accuracy and risk management are critical.
Ability to navigate ambiguity, adapt to changing priorities, and succeed in evolving operational environments.
Strong analytical and problem-solving skills, including the ability to investigate and resolve complex issues.
Interest in financial markets, investing, and the investment management industry.

Nice To Haves

Experience supporting portfolio managers, trading functions, investment operations, or market-facing activities.
Knowledge of investment products, portfolio management concepts, or trade lifecycle processes.
Proficiency with Python, VBA, SQL, or other data analysis and automation tools.
Progress toward or completion of a CFA designation, MBA, or other investment-related credential.

Responsibilities

Serve as a primary liaison among portfolio managers, traders, relationship managers, custodians, and internal partners on portfolio administration and data issues.
Determine appropriate escalation and resolution paths and risk-mitigation measures.
Lead daily ad hoc portfolio administration and operational activities in accordance with defined procedures and objectives.
Analyze and reconcile investment and portfolio data inputs, evaluate data trends, and model impacts to portfolio positioning.
Identify potential data, valuation, and trade-readiness risks that may require further action or control enhancements.
Support the maintenance, delivery, and validation of investment, market, and portfolio data across systems.
Investigate and resolve data exceptions and operational issues through root-cause analysis and assessment of operational and portfolio risk implications.
Recommend corrective actions and control improvements.
Build foundational knowledge of investment products, trade lifecycle processes, and relevant operational risk considerations.
Support onboarding and administration of new portfolios, products, and market-driven events, including requirements gathering, data validation, and testing.
Support development of dashboards, operational reports, and management information.
Contribute to process documentation, standard operating procedures, and continuous improvement initiatives.
Participate in special projects and perform other duties as assigned.