Investment Trade Support Specialist

The Vanguard Group; Malvern (Chester County); On-site; USD 90,000 - 130,000; Full time

Job summary

The Vanguard Group in Malvern, PA is seeking a data and portfolio operations professional to serve as a primary contact for portfolio managers and traders, and to validate investment data for portfolio management.

You will analyze data, resolve issues, support onboarding and testing, and contribute to modernization efforts while expanding knowledge of financial markets and investment products.

Qualifications

• Minimum of three years’ experience in the Financial Services industry or related experience.
• Undergraduate degree or equivalent combination of training and experience.
• Demonstrated ability to build and maintain strong relationships with stakeholders and business partners.
• Strong attention to detail with experience working in environments where accuracy and risk management are critical.
• Ability to navigate ambiguity, adapt to changing priorities, and succeed in evolving operational environments.
• Strong analytical and problem-solving skills with the ability to investigate and resolve complex issues.
• Interest in financial markets, investing, and the investment management industry.

Responsibilities

• Serve as primary contact for portfolio managers, traders, custodians, and partners on investment data and portfolio support activities.
• Analyze and validate investment, portfolio, and market data to ensure accuracy and readiness for portfolio management and trading activities.
• Proactively identify, investigate, and resolve operational issues, data discrepancies, and process exceptions.
• Partner with stakeholders across multiple teams to coordinate issue resolution and mitigate operational risk.
• Support portfolio onboarding, market-driven events, and strategic initiatives through testing, validation, and business support activities.
• Contribute to modernization efforts designed to improve the efficiency, scalability, and effectiveness of investment operations.
• Develop reporting, operational insights, and documentation that support decision-making and process improvement.
• Continuously strengthen your knowledge of financial markets, investment products, and portfolio management processes.

Skills

Data analysis

Python

SQL

VBA

Attention to detail

Stakeholder management

Problem-solving

Education

Bachelor's degree or equivalent

Tools

Python

SQL

VBA

Job description

Responsibilities

• Serve as a primary point of contact for portfolio managers, traders, custodians, and business partners on investment data and portfolio support activities.
• Analyze and validate investment, portfolio, and market data to ensure accuracy and readiness for portfolio management and trading activities.
• Proactively identify, investigate, and resolve operational issues, data discrepancies, and process exceptions.
• Partner with stakeholders across multiple teams to coordinate issue resolution and mitigate operational risk.
• Support portfolio onboarding, market-driven events, and strategic initiatives through testing, validation, and business support activities.
• Contribute to modernization efforts designed to improve the efficiency, scalability, and effectiveness of investment operations.
• Develop reporting, operational insights, and documentation that support decision-making and process improvement.
• Continuously strengthen your knowledge of financial markets, investment products, and portfolio management processes.

Qualifications

• Minimum of three years’ experience in the Financial Services industry or related experience.
• Undergraduate degree or equivalent combination of training and experience.
• Demonstrated ability to build and maintain strong relationships with stakeholders and business partners.
• Strong attention to detail with experience working in environments where accuracy and risk management are critical.
• Ability to navigate ambiguity, adapt to changing priorities, and succeed in evolving operational environments.
• Strong analytical and problem-solving skills with the ability to investigate and resolve complex issues.
• Interest in financial markets, investing, and the investment management industry.

Preferred Qualifications

• Experience supporting portfolio managers, trading functions, investment operations, or market-facing activities.
• Knowledge of investment products, portfolio management concepts, or trade lifecycle processes.
• Proficiency with Python, VBA, SQL, or other data analysis and automation tools.
• Progress toward or completion of a CFA designation, MBA, or other investment-related credential.

Please note this is an on-site position 5 days a week Monday-Friday.

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.

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.