Investment Support, Senior Associate

Key Skills & Competencies Needed for the Role

• Possess excellent analytical, researching, and problem-solving skills

• Ability to work in an open and collaborative environment

• Strong verbal and written communication

• Self-starter and driven individual

Core Responsibilities

• Serves as a trading assistant, working with traders, portfolio managers and/or broker-dealers to confirm the details of executed trades.

• Leverages knowledge of financial markets, instruments, and drivers to identify and resolve trade settlement issues. Monitors trade settlements and communicates failed settlements to the appropriate trade desk.

• Supports process improvements efforts, completes comprehensive analysis, and recommends solutions.

• Documents procedures across all investment product types. Leverages fund and operational knowledge to aid in the production of gold copy data and enhance output.

• Oversees daily operations, manages controls, and verifies completion of processes.

• Identifies opportunities for process improvements and proactively proposes solutions.

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

Qualifications

• Two years related work experience.

• Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.

For any additional information, please reach out to Michael Warren or Cristina Castillo.

Please note, this position is a tier one and requires working in the office M-F.

Special Factors

Sponsorship

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.