About the Role
Manages collateral and margin activities for Vanguard funds, completing complex tasks, managing priorities, and analyzing inputs to meet operational objectives. Responsible for accurate calculations across diverse portfolios including institutional funds, investment trusts, mutual funds, and ETFs.
Responsibilities
- Serves as subject matter and technical expert, identifies and resolves complex fund and investment operational issues.
- Manages and executes collateral and margin activity on behalf of Vanguard funds.
- Maintains internal systems and external counterparty relationships to ensure best outcomes and manage regulatory, market and counterparty risk.
- 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.
- Executes 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.
Requirements
- Minimum of two years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- Exposure to semantic modelling, metadata management, data governance, or knowledge graph technologies.
- Experience working within Agile product delivery environments.
- Vanguard is not offering visa sponsorship for this position.
Skills
- semantic modelling
- metadata management
- data governance
- knowledge graph technologies
- Agile product delivery
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- Minimum of two years related work experience
Education Level
- Undergraduate degree
- Accounting or Finance degree preferred
About the Company
- Vanguard is a different kind of investment company, founded in 1975 on the principle of managing funds solely in the interests of clients.
- This philosophy has helped millions achieve their goals with low-cost, uncomplicated investments.
- Vanguard is one of the world's leading investment management companies, serving 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.
Equal Opportunity
- Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture.
- Every decision we make to best serve our clients, crew (employees are referred to internally as crew), and communities is guided by one simple statement: “Do the right thing.”
- We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve.
- We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
- When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, treat them fairly, and give them the best chance for investment success.
