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.
Qualifications:
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.
Preferred Qualifications:
Background in accounting, finance, or brokerage operations.
Prior exposure to cost basis, investment operations, or tax‑related work.
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.
Skills Required
- 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 and ability to learn proprietary systems.
- Commitment to a positive, collaborative workplace and 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.
- Background in accounting, finance, or brokerage operations.
- Prior exposure to cost basis, investment operations, or tax-related work.
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.
