ForgeApply · Job listing
Fund & Investment Operations Analyst
Vanguard
See all 141 open roles at Vanguard →
Tailor your resume for this Vanguard job in about a minute.
ForgeApply tailors your resume and cover letter to this exact posting, then hands you a ready-to-submit application for Vanguard's site. Free trial, no card required.
About this role
Join Vanguard's Fund Analysis and Oversight team and play a critical role in supporting the accuracy, integrity, and daily operations of our investment products. As a Fund & Investment Operations Analyst, you'll solve operational challenges, improve processes, and partner across the business to help deliver exceptional outcomes for the clients we serve.
Responsibilities: • Serves as subject matter and technical expert, identifies and resolves complex fund and investment operational issues. Analyzes cash flow, transaction, and portfolio holdings data. • Leads process improvements efforts, completes comprehensive analysis, and recommends solutions. • Documents procedures across all fund and investment product types. Leverages fund and investment operational knowledge to aid in the production of gold copy data and enhance output. • Maintains communication with internal and external partners to resolve process and reconciliation issues. Oversees the research and implement complex process improvements. • Oversees daily operation, 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. • Strong investment acumen and data analysis background. • Fund accounting exp. nice to have.
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.
Salary insight
This posting doesn't disclose pay. Across 676 Phoenix jobs with disclosed salaries on ForgeApply, the median is $120k.
See full Operations salary data for Phoenix →
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
Tailor your resume for this Vanguard role before you apply.
Tailor my resume for this jobSimilar jobs
- Associate Investment Operations Analyst — Thrivent · MN - Minneapolis
- Senior Investment Operations Analyst — Thrivent · MN - Minneapolis
- Fund Administration, Operations Analyst — Forgeglobal · New York, New York, United States
- Fund Administration, Operations Analyst — Forgeglobal · San Francisco, California, United States
- Investment Operations Associate — Range · New York, NY
- Investment Operations Analyst Sr. — Scottish Rite for Children · Dallas, TX
- Investment Operations Specialist — Range · New York, NY
- Investment Operations Specialist — Northwestern Mutual · Milwaukee, WI Corporate
More like this: Operations Jobs · Operations Jobs in Phoenix · Browse all jobs
Free ATS checker · No Salary on the Job Posting? How to Find the Number Before You Interview