
Investment Operations Associate
Vanguard is looking for an Investment Operations Associate to join our highly skilled and innovative team. We are looking for an individual who is committed to excellence, highly organized, and has a passion for learning. As an Investment Operations Associate, you will be responsible for managing and executing the operational side of our investment products.The ideal candidate should have a Bachelor's degree in Finance, Accounting, Economics, or a related field. Additionally, a minimum of 3-5 years of financial services experience is preferred, as well as an understanding of investment operations, including portfolio accounting, investment performance, and reconciliations. The successful candidate must also possess strong communication and interpersonal skills, as well as a high level of accuracy and attention to detail.We are looking for a highly motivated and organized professional who is eager to learn and contribute to the success of Vanguard. If you feel you are the right fit for this role, please apply today!
Responsibilities:
- Manage and execute the operational side of Vanguard's investment products.
- Monitor portfolio accounting, investment performance, and reconciliations.
- Ensure accuracy and attention to detail in all operational tasks.
- Monitor and ensure compliance with regulatory requirements.
- Maintain professional relationships with clients, colleagues and outside vendors.
- Review and analyze investment performance and provide advice and suggestions.
- Develop and maintain internal processes and procedures related to investment operations.
- Provide timely and accurate reports to management.
- Identify and resolve operational issues in a timely manner.
- Participate in training sessions and other learning opportunities to develop technical and professional skills.
Attention To Detail And Accuracy
Excellent Communication Skills
Strong Analytical Skills
Finance Or Related Field
Understanding Of Financial Markets And Portfolio Management
Proficient With Ms Excel
Knowledge Of Mutual Funds
Bachelors Degree Or Equivalent In Accounting
Ability To Work Effectively Independently And As Part Of A Team
Risk Management
Financial Analysis
Accounting
Project Management
Data Analysis
Communication
Microsoft Office
Problem Solving
customer service
Financial Modeling
Compliance
Portfolio Management
Regulatory Knowledge
Investment Research
Accounting Software
Communication
Leadership
Time management
Interpersonal Skills
self-motivation
flexibility
Organizational skills
Creative Thinking
Teamwork
Problem-Solving
According to JobzMall, the average salary range for a Investment Operations Associate in Philadelphia, PA, USA is $54,000 - $72,000 per year. Salaries can vary depending on experience, education, certifications, and other factors.
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The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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