TMO & FI Settlements Specialist at Vanguard | England, GB | Rezi

TMO & FI Settlements Specialist at Vanguard

TMO & FI Settlements Specialist

Vanguard · England, GB

1 months ago

TMO & FI Settlements Specialist

Vanguard · England, GB

a month ago
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About the Role

Specialist aligned to the Trade Management activities for all Vanguard products. Provides product-aligned support to a wide range of internal and external stakeholders, and provides critical oversight of a third-party provider. Responsible for daily execution and operational escalation where required.

Responsibilities

  • Supports Trade Management activities for all Vanguard products to ensure operational objectives are met.
  • Analyzes and delivers insights to inform and enhance investment management decisions.
  • Consults and advises key stakeholders, acts as subject matter and technical expert, identifies and resolves complex operational issues.
  • Leads internal control framework improvements and formulates strategic recommendations.
  • Serves as an escalation contact for the Trade Management team.
  • Creates, builds, and maintains relationships with internal and external stakeholders, particularly a third-party provider.
  • Proactively anticipates portfolio events and leads process enhancement initiatives.
  • Engages and collaborates with internal partners to provide holistic support.
  • Continually develops product support skills and strengthens insight through increased service experience.
  • Oversees internal event tracking, performs incident analysis, and incorporates findings into process improvements.
  • Evaluates and enhances workflows.
  • Participates in special projects and performs other duties as assigned.

Requirements

  • Minimum of three years related work experience.
  • Undergraduate degree or equivalent combination of training and experience.
  • IMC preferred.

Skills

  • Trade Management
  • Product Support
  • Stakeholder Management
  • Process Improvement
  • Incident Analysis
  • Workflow Evaluation

Work Type

  • Hybrid

Experience Level

  • 3+ years related work experience

Education Level

  • Undergraduate degree or equivalent combination of training and experience
  • Accounting or Finance degree preferred

About the Company

  • 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.