Investment Trade Support Specialist

Responsibilities

• Serve as a primary point of contact for portfolio managers, traders, custodians, and business partners on investment data and portfolio support activities.

• Analyze and validate investment, portfolio, and market data to ensure accuracy and readiness for portfolio management and trading activities.

• Proactively identify, investigate, and resolve operational issues, data discrepancies, and process exceptions.

• Partner with stakeholders across multiple teams to coordinate issue resolution and mitigate operational risk.

• Support portfolio onboarding, market-driven events, and strategic initiatives through testing, validation, and business support activities.

• Contribute to modernization efforts designed to improve the efficiency, scalability, and effectiveness of investment operations.

• Develop reporting, operational insights, and documentation that support decision-making and process improvement.

• Continuously strengthen your knowledge of financial markets, investment products, and portfolio management processes.

Qualifications

• Minimum of three years’ experience in the Financial Services industry or related experience.

• Undergraduate degree or equivalent combination of training and experience.

• Demonstrated ability to build and maintain strong relationships with stakeholders and business partners.

• Strong attention to detail with experience working in environments where accuracy and risk management are critical.

• Ability to navigate ambiguity, adapt to changing priorities, and succeed in evolving operational environments.

• Strong analytical and problem-solving skills with the ability to investigate and resolve complex issues.

• Interest in financial markets, investing, and the investment management industry.

Preferred Qualifications

• Experience supporting portfolio managers, trading functions, investment operations, or market-facing activities.

• Knowledge of investment products, portfolio management concepts, or trade lifecycle processes.

• Proficiency with Python, VBA, SQL, or other data analysis and automation tools.

• Progress toward or completion of a CFA designation, MBA, or other investment-related credential.

Please note this is an on-site position 5 days a week Monday-Friday.

Special Factors

Sponsorship

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.