Portfolio Control Analyst

Reposted 5 Hours Ago
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Scottsdale, AZ, USA
In-Office
Junior
Fintech
The Role
Performs daily fund and investment operations, maintains fund-level controls and procedures, monitors operational risks, prepares client reporting, and supports contingency, information security, and special project initiatives. Builds relationships with internal and external partners while ensuring timely service delivery, process adherence, risk mitigation, and client satisfaction.
Summary Generated by Built In

Core Responsibilities

1. Ensures accurate and timely completion of daily fund and investment operational functions, maintains control of fund level processes and owns fund level tasks under general supervision. Ensures all tasks meet pre-established processes and service agreements.

2. Identifies, measures, manages, and monitors operational risks and proactively seeks to mitigate those risks by developing improved processes, policies, controls and relationships with internal partners.

3. Develops and maintains comprehensive documentation for the group fund operation procedures. Works to maintain a comprehensive conceptual understanding of the funds as assigned.

4. Establishes and maintains effective working relationships with both internal and external clients and business partners. Anticipates clients needs and ensures clients satisfaction related to the services being provided.

5. Prepares reporting for internal and external clients and maintains effective working relationships. Fosters effective communication and anticipates client needs and ensure client satisfaction.

6. Participates in Control and Risk Management, Contingency and Information Security efforts to mitigate business risks.

7. Participates in special projects and performs other duties as assigned.

Qualifications

  • One year related work experience.
  • Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.

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

  • One year of related work experience
  • Undergraduate degree or equivalent combination of training and experience
  • Accounting or Finance degree

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

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.

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