Junior Fund & Investment Operations Analyst

Vanguard

Operations Analyst at Vanguard managing new account setup and operational maintenance for direct indexing business. Overseeing data input validation and supporting process improvements across various platforms.

Posted 5/28/2026full-timeMalvern • Arizona, Pennsylvania • 🇺🇸 United StatesJuniorWebsite

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

Manage the new account setup and operational maintenance of Vanguard's direct indexing business.
Accountable for the 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. Identify areas of inefficiency or risk, verbalize recommendations, collaborate with team-members, execute on
Participate in special projects and perform other duties as assigned

Requirements

What you’ll need

Undergraduate degree or equivalent combination of training and experience.
Accounting or Finance degree preferred
Two years’ related work experience
Strong attention to detail and accuracy, ensuring risk is mitigated across a high-volume data inputs
Comfortable working in a fast-paced administrative environment
Effective interpersonal, verbal, and written communication across internal and external stakeholders
Excel vlookup, pivot table, and macros
Python knowledge a plus

Benefits

Comp & perks

Health insurance
Flexible work arrangements

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data validationdata quality validationrisk managementdata inputprocess improvementaccount setupoperational maintenancefinancial analysisExcelPython

Soft Skills

attention to detaileffective communicationinterpersonal skillscollaborationproblem-solvingorganizational skillsadaptabilitytime managementverbal communicationwritten communication