Finance Associate – Rebates Analyst at Vanguard

Dublin, County Dublin, Ireland

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Undergraduate degree or equivalent combination of training and experience
Excellent technical skills, particularly with Microsoft Excel
Excellent interpersonal skills and ability to develop effective working relationships across multiple areas within the business
Ability to work within strict monthly deadlines, responding quickly to inquiries and taking appropriate action
Ability to apply technical and process knowledge to develop, communicate, and implement operational improvements
Eagerness to learn and adapt
Fundamental knowledge of accounting and financial concepts

Responsibilities

Lead the end-to-end monthly external client rebate calculation and payment processes
Implement and handle Vanguard's rebate processes for international investors, including contract and agreement updates, client level calculations, and payments to investors
Liaise with client service teams on a regular basis to effectively respond to changing client demands
Act as the primary liaison with various transfer agents for Vanguard's European funds and communicate payment instructions
Support a range of accounting duties, including month-end processes, and assist supervisors and managers with investigating items
Support the Accounts Payable process
Work with other teams across finance to assist in gathering and analysis of financial data
Maintain and update policies and procedures in line with standard methodology
Participate in special projects and perform other duties as assigned
Support the financial control team in daily activity and endeavors

Skills

rebate calculation

client liaison

month-end processes

accounts payable

financial data analysis

Excel

policies and procedures

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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