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- Tasks: Support portfolio managers and traders with operational insights and process improvements.
- Company: Vanguard is a pioneering investment company focused on client interests and low-cost investing.
- Benefits: Enjoy a hybrid working model, fostering flexibility and collaboration.
- Why this job: Join a mission-driven team that values diversity and continuous improvement in investment operations.
- Qualifications: Five years of experience in Fund Operations or Investment roles; finance-related degree preferred.
- Other info: This role requires in-office presence five days a week.
The predicted salary is between 36000 - 60000 £ per year.
This is a mid-level role in the Equity Service Investment Operations Team (of four) sitting within the wider Service team of 13. Key tasks cover start of day set up and checks to support the portfolio managers, liquidity, cashflows, monitoring of trading activity and overall insights. IMG Service Team are evolving and this role will have the opportunity to provide front line operational support to Equity Investment Group, as well as learning and supporting investment data management.
Core Responsibilities:
- Develop a deep understanding of the end-to-end Equity investment process conceptually and operationally.
- Support portfolio managers and traders as the key IMG Service client by:
- Responding to Investment process queries and concerns quickly with adequate insight and explanation.
- Engaging wider EIS teams to collate the information or actions required by Desk.
Qualifications:
- Minimum of five years related work experience within Fund Operations or Investment Team-facing role.
- Undergraduate degree or equivalent combination of training and experience. Accounting, Finance degree or CFA preferred.
- Experience in equity investments.
Special Factors:
- This is a 5 days in office role.
About Vanguard:
Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients. We have stood for low-cost, uncomplicated investing ever since.
Inclusion Statement:
Vanguard’s continued dedication to diversity and inclusion is firmly rooted in our culture. 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.
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.
Fund & Investment Operations Analyst (Equity Service Specialist) employer: The Vanguard Group
Contact Detail:
The Vanguard Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Fund & Investment Operations Analyst (Equity Service Specialist)
✨Tip Number 1
Familiarise yourself with the end-to-end Equity investment process. Understanding how each component interacts will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the Fund Operations and Investment sectors. Engaging with current employees or industry experts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on market trends and global events that could impact equity investments. This knowledge will allow you to engage in meaningful discussions during interviews and showcase your analytical skills.
✨Tip Number 4
Highlight any experience you have with process improvements or automation in your previous roles. Vanguard values efficiency, and demonstrating your ability to drive improvements will set you apart from other candidates.
We think you need these skills to ace Fund & Investment Operations Analyst (Equity Service Specialist)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Fund & Investment Operations Analyst. Familiarise yourself with the equity investment process and how it relates to operational support.
Tailor Your CV: Highlight relevant experience in fund operations or investment roles. Emphasise your understanding of equity investments and any specific skills that align with the job description, such as process improvement or risk management.
Craft a Compelling Cover Letter: Use your cover letter to explain why you are a great fit for this role. Mention your experience with portfolio management support and your ability to engage with various teams effectively. Show enthusiasm for Vanguard's mission and values.
Proofread Your Application: Before submitting, double-check your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in investment operations.
How to prepare for a job interview at The Vanguard Group
✨Understand the Equity Investment Process
Make sure you have a solid grasp of the end-to-end equity investment process. Be prepared to discuss how different components interact and how your role as an analyst fits into this larger picture.
✨Showcase Your Analytical Skills
Highlight your ability to monitor portfolio movements and provide insights. Prepare examples of how you've used data analysis in previous roles to support decision-making or improve processes.
✨Build Strong Interpersonal Relationships
Demonstrate your ability to engage with various teams, especially the Investment Teams. Share experiences where you successfully collaborated with others to achieve common goals.
✨Emphasise Continuous Improvement
Familiarise yourself with concepts like the Vanguard Management System. Be ready to discuss how you've identified and implemented process improvements in past roles, showcasing your commitment to efficiency.
