TMO & FI Settlements Specialist
Specialist aligned to the Trade Management activities for all Vanguard products. Provides product-aligned support to 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.
Core Responsibilities
1. Supports the Trade Management activities for all Vanguard products to ensure operational objectives are met. Analyzes and delivers insights to inform and enhance investment management decisions.
2. 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.
3. 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.
4. Proactively anticipates portfolio events and leads process enhancement initiatives.
5. Engages and collaborates with internal partners to provide holistic support. Continually develops product support skills and strengthens insight through increased service experience.
6. Oversees internal event tracking, performs incident analysis, and incorporates finding into process improvements. Evaluates and enhances workflows.
7. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of three years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
- IMC preferred.
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.
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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.