Fund & Investment Operations Analyst, Senior Associate at Vanguard

Melbourne, Victoria, Australia

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Finance, Asset ManagementIndustries

Requirements

Minimum of three years related work experience
Undergraduate degree or equivalent combination of training and experience
Accounting, Finance, or Economics degree preferred

Responsibilities

Identifies and resolves complex operational issues
Coaches less tenured crew on subject-matter expertise
Supports management with review of daily, weekly, and monthly deliverables
Identifies opportunities to enhance processes supporting fund initiatives, reporting requirements, or regulatory changes
Monitors and oversees the resolution of operational issues relating to securities lending
Maintains management reporting
Serves as a liaison with the management team, as well as internal and external business partners
Proactively resolves elevated issues relating to stakeholder relationships, elevates to management as necessary
Partners with internal partners and stakeholders to determine the scope and requirements for program level initiatives
Creates impact analysis, recommends solutions, and supports project implementation
Oversees the process of documenting all procedures, including creation and maintenance of materials
Tracks and documents adherence to various control standards to ensure compliance with all policies and procedures
Maintains risk mitigation controls, contingency preparation, and end-user computing tools
Supports new product launches
Participates in special projects and performs other duties as assigned

Skills

Key technologies and capabilities for this role

Securities LendingOperationsTrade SupportRisk ControlsPolicies and ProceduresAPAC MarketsInvestment Operations

Questions & Answers

Common questions about this position

What is the employment type for this role?

This is a full-time position.

Is this role remote or does it require office work?

This information is not specified in the job description.

What are the main responsibilities for this position?

The role involves identifying and resolving complex operational issues, monitoring securities lending operations, maintaining management reporting, serving as a liaison with partners, and partnering on program initiatives while documenting procedures.

What is the company culture like at Vanguard?

The team operates in a growing and dynamic function within a collaborative and forward-thinking environment, supporting high-impact areas of the business.

What makes a strong candidate for this Senior Associate role?

Strong candidates should have expertise in resolving complex operational issues, coaching others, process enhancement, stakeholder management, and program implementation in securities lending operations.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free