Ensures all fund and investment management systems, functions, and processes impacted by corporate action events are complete and accurate.
Core Responsibilities
1. Captures, validates, and processes all corporate actions activity.
2. Provides meaningful analysis of corporate action events and works with portfolio managers for election decisions. Ensures election decisions are received by applicable response deadline.
3. Maintains corporate action information databases to ensure information is entered and distributed to internal and external partners.
4. Maintains communication with internal and external partners to resolve issues. Collaborates with the team to research, recommend, and implement process improvements.
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5. Maintains operating controls and supports the creation and maintenance of workflow policies and procedures.
6. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of one year related work experience.
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
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.