Portfolio Control Analyst

The Vanguard Group; Scottsdale (AZ); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Vanguard is seeking a fund operations professional to support daily fund and investment operations in a hybrid work environment. You will own fund-level tasks, maintain process controls, and work closely with internal and external partners to meet service agreements.

The role emphasizes risk identification and mitigation, documentation of procedures, and strong client-focused reporting. A 1-year related experience and an undergraduate (or equivalent) degree are expected; accounting/finance

Qualifications

• 1 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 mitigates those risks by developing improved processes, policies, controls and relationships with internal partners.
• Develops and maintains comprehensive documentation for group fund operation procedures and maintains understanding of assigned funds.
• Establishes and maintains effective working relationships with internal and external clients and business partners; anticipates client needs and ensures client satisfaction.
• Prepares reporting for internal and external clients and maintains effective communication to anticipate 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

Accounting or Finance degree preferred

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

1. One year related work experience.
2. Undergraduate degree or equivalent combination of training and experience.
3. 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. 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.