Fund & Investment Operations Analyst, Senior Associate

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 55,000 - 65,000; Full time

Job summary

Vanguard is seeking a detail-oriented professional to support daily fund and investment operations. The role focuses on timely completion of fund-level tasks under supervision, with emphasis on risk management, documentation, and client service.

The candidate will contribute to controls, reporting, and collaboration with internal partners, while participating in special projects and ensuring high client satisfaction in a hybrid work environment.

Qualifications

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

Responsibilities

• 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.
• 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.
• Develops and maintains comprehensive documentation for the group fund operation procedures. Works to maintain a comprehensive conceptual understanding of the funds as assigned.
• 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.
• Prepares reporting for internal and external clients and maintains effective working relationships. Fosters effective communication and anticipates client needs and ensure client satisfaction.
• Participates in Control and Risk Management, Contingency and Information Security efforts to mitigate business risks.
• Participates in special projects and performs other duties as assigned.

Education

Undergraduate degree or equivalent combination of training and experience

Job description

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.