- Analyses Net Cash Flow, assets, and related financial metrics at partner and product level
- Produces regular and ad hoc reporting to support partnership and distribution decisions
- Maintains and quality checks core datasets, including financial and deal databases
- Ensures accuracy, completeness, and consistency of core partnership and financial data
- Identifies and flags data issues or inconsistencies, escalating where appropriate
- Supports the smooth running of the data environment underpinning reporting and insight
- Supports evaluation of standard distribution partnership opportunities using defined frameworks
- Maintains deal trackers and supporting documentation for governance and approvals
- Contributes to structured assessment of partnership activity
- Explains key drivers behind movements in flows and assets using clear logic
- Begins to add commentary on trends and underlying causes
- Responds to ad hoc analysis requests in a timely and structured manner
- Operates independently at task level with guidance, managing recurring and ad hoc workload
- Demonstrates sound judgement on when to resolve issues and when to escalate
- Works collaboratively across the immediate team and partner functions
- Builds capability towards more complex analytical and partnership work over time
Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible.
Vanguard are unable to offer sponsorship for this position.
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.
Skills Required
- Proven related work experience
- Undergraduate degree or equivalent combination of training and experience
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
