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Fund & Investment Operations Analyst, Senior Associate

AT Vanguard
Vanguard

Fund & Investment Operations Analyst, Senior Associate

Melbourne, Australia

Team & Opportunity
Vanguard's AU Securities Lending Operations team is a key player in supporting securities lending activity across APAC markets for our global investment portfolios.
As part of a growing and dynamic function, this role offers a unique opportunity to contribute to a high-impact area of the business. You'll be responsible for executing daily operational tasks, maintaining rigorous adherence to established controls, policies, and procedures, and delivering exceptional support to our trading team.
As the program grows, you'll play a vital role in shaping and strengthening our operational capabilities within a collaborative and forward-thinking environment.

About Vanguard

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.

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Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.

Team & Opportunity

Vanguard's AU Securities Lending Operations team is a key player in supporting securities lending activity across APAC markets for our global investment portfolios.

As part of a growing and dynamic function, this role offers a unique opportunity to contribute to a high-impact area of the business. You'll be responsible for executing daily operational tasks, maintaining rigorous adherence to established controls, policies, and procedures, and delivering exceptional support to our trading team.

As the program grows, you'll play a vital role in shaping and strengthening our operational capabilities within a collaborative and forward-thinking environment.

Core Responsibilities

  • Completes daily operational workflow deliverables, including the management of loan lifecycle events e.g. recalls and returns and corporate action processing for positions on loan.
  • Executes controls and verifies completion of processes.
  • Provides support and service to the securities lending trading team.
  • Manages operational counterparty communications and queries.
  • Leads process improvements efforts, completes comprehensive analysis, and recommends solutions.
  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Minimum of two years operational securities lending or trade settlements experience is a requirement.
  • Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to 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.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

Client-provided location(s): Melbourne VIC, Australia
Job ID: Vanguard-168240
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • Health Reimbursement Account
    • Fitness Subsidies
    • On-Site Gym
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Pet Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • On-Site Cafeteria
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • Relocation Assistance
    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Tuition Reimbursement
    • Internship Program
    • Lunch and Learns
    • Leadership Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at Vanguard.