About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 30 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.
Core Responsibilities
Review financial reporting deliverables (annual and interim) for managed funds, ETFs and related investment products, in accordance with Australian Accounting Standards (AASB), Corporations Act requirements and other applicable regulatory obligations.
Perform analytical reviews and control checks over financial reports and reporting outputs produced by external service providers, investigating exceptions and supporting issue resolution.
Supports dividend and capital gain distribution process, as assigned, including review distribution calculations, analysis of reporting outputs and resolution of exceptions.
Develop and maintain an understanding of accounting, regulatory and statistical reporting requirements impacting investment funds, including financial statement disclosures and regulatory submissions, and assist in assessing their impact on reporting deliverables.
Liaise with external auditors, custodians and internal stakeholders to support reporting deliverables, audits and regulatory obligations.
Identify control gaps, operational risks and process improvement opportunities and contribute to the enhancement of the team's control framework.
Maintain policies, procedures and process documentation, ensuring key controls are executed effectively and reporting processes remain fit for purpose.
Support the implementation of regulatory and accounting reporting changes, including changes arising from new standards, industry developments or evolving disclosure requirements.
Assist in the preparation of certification papers, management reporting and governance documentation as required.
Participate in strategic projects and continuous improvement initiatives focused on enhancing reporting quality, operational efficiency and risk management outcomes. Support the evaluation and implementation of process improvements, automation and AI-enabled solutions that improve reporting accuracy, streamline workflows and create capacity for higher-value analytical activities.
Shares knowledge and assists colleagues with problem resolution.
Qualifications
Minimum of three years related business experience.
Undergraduate degree or equivalent combination of training and experience. Finance or Accounting degree preferred
CA or CPA qualified or working towards completion.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Special Factors
Vanguard is not offering visa 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
- Minimum of three years related business experience
- Undergraduate degree or equivalent combination of training and experience
- Finance or Accounting degree
- CA or CPA qualified or working towards completion
- Knowledge of Australian Accounting Standards (AASB) and Corporations Act regulatory requirements
- Experience with financial reporting for managed funds, ETFs or investment fund accounting
- Experience liaising with external auditors, custodians and internal stakeholders
- Experience with control frameworks, process improvement and implementing regulatory/accounting changes
- Experience evaluating or implementing automation and AI-enabled reporting solutions
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.
