Jr. Fund & Investment Operations Analyst
Malvernonsitejunior
Posted yesterday · via Workday
About this role
Responsibilities: Manage the new account setup and operational maintenance of Vanguard's direct indexing business. Accountable for the following: Timely and accurate setup of new Separately Managed Accounts (SMAs). Includes validation of data completion along Vanguard’s acceptance of portfolio instruction Review of data inputs (client info, investment directive, holdings) across various platforms and software Management of other operational risk-exception reports and tasks, used to support VPI's management of client portfolios Effective communication and updates across both internal and external stakeholders Support work and data input from other members of the department, including coverage and data quality validation Support process improvements efforts.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: python
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Malvern. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
python