Investment Support, Senior Associate
Vanguard
Customer Service
United States
Posted on Mar 6, 2026
Key Skills & Competencies Needed for the Role
Please note, this position is a tier one and requires working in the office M-F.
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.
- Possess excellent analytical, researching, and problem-solving skills
- Ability to work in an open and collaborative environment
- Strong verbal and written communication
- Self-starter and driven individual
- Serves as a trading assistant, working with traders, portfolio managers and/or broker-dealers to confirm the details of executed trades.
- Leverages knowledge of financial markets, instruments, and drivers to identify and resolve trade settlement issues. Monitors trade settlements and communicates failed settlements to the appropriate trade desk.
- Supports process improvements efforts, completes comprehensive analysis, and recommends solutions.
- Documents procedures across all investment product types. Leverages fund and operational knowledge to aid in the production of gold copy data and enhance output.
- Oversees daily operations, manages controls, and verifies completion of processes.
- Identifies opportunities for process improvements and proactively proposes solutions.
- Participates in special projects and performs other duties as assigned.
- Two years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
Please note, this position is a tier one and requires working in the office M-F.
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.