Core Responsibilities
- Serve as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk mitigation.
- Leads daily ad-hoc portfolio administration and operational activities in accordance with defined procedures and objectives.
- Perform analysis and reconciliation of investment and portfolio data inputs, including evaluating data trends, modeling impacts to portfolio positioning, and identifying potential data, valuation, or trade readiness risks requiring further action or control enhancements.
- Supports the maintenance, delivery, and validation of investment, market, and portfolio data across systems.
- Identify, investigate, and resolve data exceptions and operational issues through performing root cause analysis, assessing operational and portfolio risk implications, and recommending corrective actions or control improvements.
- Builds and maintains foundational knowledge of investment products, trade lifecycle processes, and operational risk considerations relevant to supported functions.
- Participate in the onboarding and administration of new portfolios, products, or market driven events by supporting requirements gathering, data validation, and testing activities.
- Supports the development of dashboards, operational reports, and management information. Contributes to process documentation, standard operating procedures, and continuous improvement initiatives to enhance efficiency, accuracy, and control.
- Participates in special projects and performs other duties as assigned.
Required Qualifications
- Minimum of three years’ experience in the Financial Services industry or related experience.
- Undergraduate degree or equivalent combination of training and experience.
- Demonstrated ability to build and maintain strong relationships with stakeholders and business partners.
- Strong attention to detail with 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 with the ability to investigate and resolve complex issues.
- Interest in financial markets, investing, and the investment management industry.
Preferred Qualifications
- 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.
**This is a fully onsite position, Monday-Friday in Malvern, PA**
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
- Minimum three years of experience in the financial services industry or related experience
- Undergraduate degree or equivalent combination of training and experience
- Ability to build and maintain strong relationships with stakeholders and business partners
- Strong attention to detail in accuracy- and risk-critical environments
- Ability to navigate ambiguity, adapt to changing priorities, and succeed in evolving operational environments
- Strong analytical and problem-solving skills, including investigating and resolving complex issues
- Interest in financial markets, investing, and investment management
- 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
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.
