Responsibilities:
Manage the new account setup and operational maintenance of Vanguard's direct indexing business. Accountable for the following:
Timely and accurate setup of new Separately Managed Accounts (SMAs). Includes validation of data completion along Vanguard’s acceptance of portfolio instruction
Review of data inputs (client info, investment directive, holdings) across various platforms and software
Management of other operational risk-exception reports and tasks, used to support VPI's management of client portfolios
Effective communication and updates across both internal and external stakeholders
Support work and data input from other members of the department, including coverage and data quality validation
Support process improvements efforts. Identify areas of inefficiency or risk, verbalize recommendations, collaborate with team-members, execute on
Participates in special projects and performs other duties as assigned
Qualifications:
Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred
Two years’ related work experience
Strong attention to detail and accuracy, ensuring risk is mitigated across a high-volume data inputs
Comfortable working in a fast-paced administrative environment
Effective interpersonal, verbal, and written communication across internal and external stakeholders
Excel vlookup, pivot table, and macros
Python knowledge a plus
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
- Two years related work experience
- Strong attention to detail
- Effective interpersonal communication skills
- Excel vlookup, pivot table, and macros expertise
- Python knowledge
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.
