Responsibilities:
Manage the new account setup and operational maintenance of Vanguard's direct indexing business. Accountable for the following:
Timely and accurate setup of new Separately Managed Accounts (SMAs). Includes validation of data completion along Vanguard’s acceptance of portfolio instruction
Review of data inputs (client info, investment directive, holdings) across various platforms and software
Management of other operational risk-exception reports and tasks, used to support VPI's management of client portfolios
Effective communication and updates across both internal and external stakeholders
Support work and data input from other members of the department, including coverage and data quality validation
Support process improvements efforts. Identify areas of inefficiency or risk, verbalize recommendations, collaborate with team-members, execute on
Participates in special projects and performs other duties as assigned
Qualifications:
Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred
Two years’ related work experience
Strong attention to detail and accuracy, ensuring risk is mitigated across a high-volume data inputs
Comfortable working in a fast-paced administrative environment
Effective interpersonal, verbal, and written communication across internal and external stakeholders
Excel vlookup, pivot table, and macros
Python knowledge a plus
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.