Investment Trade Support Specialist

Archer; Malvern (Chester County); On-site; USD 70,000 - 100,000; Full time

Job summary

Vanguard in Malvern, PA is seeking a skilled Portfolio Operations Analyst to provide advanced portfolio administration, data analysis, and operational risk support across the investment lifecycle.

You will evaluate data integrity, resolve non-routine issues, and advise portfolio managers, traders, and business partners on complex portfolio and market matters. This onsite role requires collaboration across teams and participation in automation and dashboard initiatives.

Qualifications

• Three+ years experience in the Financial Services industry or related.
• Strong relationship-building with stakeholders and business partners.
• Detail-oriented with risk-management mindset.

Responsibilities

• Serve as primary liaison between portfolio managers, traders, relationship managers, custodians and internal partners to guide portfolio administration and data issues, determining escalation, resolution paths, and risk mitigation.
• Lead daily ad-hoc portfolio administration and operational activities per defined procedures and objectives.
• Perform analysis and reconciliation of investment and portfolio data inputs, evaluate data trends, model impacts to portfolio positioning, and identify data, valuation, or trade readiness risks awaiting action.
• Support maintenance, delivery, and validation of investment, market, and portfolio data across systems.
• Investigate and resolve data exceptions and operational issues via root cause analysis and recommend corrective actions or control improvements.
• Build and maintain knowledge of investment products, trade lifecycle processes, and operational risk considerations.
• Participate in onboarding and administration of new portfolios or market events with requirements gathering, data validation, and testing.
• Assist in developing dashboards, reports, and management information; contribute to SOPs and continuous improvement initiatives.
• Participate in special projects and other duties as assigned.

Skills

Financial services

Stakeholder relations

Data analysis

Attention to detail

Education

Bachelor's degree

Tools

Python

SQL

VBA

Job description

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role.

Provides advanced portfolio administration, data analysis, and operational risk support across the investment lifecycle, with responsibility for evaluating data integrity, resolving non routine issues, and advising portfolio managers, traders, and business partners on complex portfolio, market, and trade related matters.

Core Responsibilities

• Serve as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk mitigation.
• Leads daily ad-hoc portfolio administration and operational activities in accordance with defined procedures and objectives.
• Perform analysis and reconciliation of investment and portfolio data inputs, including evaluating data trends, modeling impacts to portfolio positioning, and identifying potential data, valuation, or trade readiness risks requiring further action or control enhancements.
• Supports the maintenance, delivery, and validation of investment, market, and portfolio data across systems.
• Identify, investigate, and resolve data exceptions and operational issues through performing root cause analysis, assessing operational and portfolio risk implications, and recommending corrective actions or control improvements.
• Builds and maintains foundational knowledge of investment products, trade lifecycle processes, and operational risk considerations relevant to supported functions.
• Participate in the onboarding and administration of new portfolios, products, or market driven events by supporting requirements gathering, data validation, and testing activities.
• Supports the development of dashboards, operational reports, and management information. Contributes to process documentation, standard operating procedures, and continuous improvement initiatives to enhance efficiency, accuracy, and control.
• Participates in special projects and performs other duties as assigned.

Required 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.

This is a fully onsite position, Monday-Friday in Malvern, PA

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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.