Equity Investment Management Group Analyst – Data & Trade Support

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.

Today Vanguard is one of the worlds 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.

**This hybrid role (in office Tues-Wed-Thurs) is based in Melbourne VIC**

A junior specialist role supporting the teams daily operations across investment data management portfolio oversight and trade support. Provides domain-aligned support to portfolio managers traders and broader IMG teams to maintain operational excellence and data integrity.

Key Responsibilities:

• Complete daily and ad hoc tasks while working under tight deadlines managing competing priorities and analysing multiple inputs to meet operational objectives.

• Support the delivery and validation of critical investment (e.g. security and index) market (e.g. pricing and corporate actions) and portfolio (e.g. transactions and liquidity) data into front office systems.

• Identify and lead process enhancement initiatives to gain efficiencies and improve quality. Review and perform root cause analysis of errors participate in incident reviews and contribute to process improvements.

• Participate in the implementation of new portfolios products or market-driven events by capturing and validating business requirements.

• Analyse and respond to inquiries from portfolio managers traders and other stakeholders escalating complex issues as needed.

• Participate in incident reviews and contribute to process documentation and improvement.

• Develop in-depth knowledge of investment products as well as associated operational processes and data inputs

• Support the creation of dashboards and reports; contribute to special projects and cross-team initiatives.

Skills & Qualifications:

• Bachelors degree in finance economics business or related field

• 3 years of experience in investment operations data management or middle-office roles

• Strong attention to detail with the ability to manage competing priorities

• Familiarity with investment data trade lifecycle or fund accounting is a plus

• Willingness to learn tools such as SQL Python or data visualization software

Inclusion Statement

Vanguards 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 Vanguards 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 Vanguards 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.