US 40-Act Fund Analysis & Operations Specialist
Core Responsibilities
1. Oversees the daily tasks of the unit as measured by applicable dashboards. Assumes accountability for the tasks and services performed by unit. Serves as operational expert in ensuring functions are completed in an accurate and timely manner.
2. Completes comprehensive impact analysis of issues and recommends solutions. Independently resolves problems and exercises judgment in elevating material issues. Recognizes opportunities and recommends process improvements to gain efficiencies and ensure quality.
3. Drives process improvements to gain efficiencies and ensure quality. Fosters a comprehensive conceptual understanding of processes and their impact to internal and external clients within the group. Owns the documentation for all current procedures.
4. Mentors and coaches other team members. Supports on the job training as needed. Provides regular feedback to the management team regarding crew performance.
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5. Establishes and maintains effective working relationships with both internal and external clients and business partners. Proactively fosters effective communication. Anticipates clients' needs and ensures clients' satisfaction related to the services being provided.
6. Advocates awareness and understanding of risk management practices, sharing ideas and best practices. Participates in risk assessments as appropriate, effectively monitors risk, and identifies and communicates situations that expose Vanguard to risk.
7. Monitors various controls and procedures to ensure adherence to all policies and procedures.
8. Participates in special projects and performs other duties as assigned.
Qualifications
- Three years related business experience. Accounting or Finance related experience preferred.
- Undergraduate degree or equivalent combination of training and experience.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.
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.