About Vanguard
More than 50 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. Join Vanguard's Investment Data Operations team
As an Investment Data Analyst, supporting critical Product and Book of Record data functions across our Australian and global fund footprint. Working within a global team, you will help ensure the accuracy, timeliness, and integrity of investment data that supports portfolio management, fund operations, and regulatory reporting. Day to day, you will manage data deliveries from external and internal providers, investigate and resolve data issues, and partner with stakeholders across the enterprise. You will also play a key role in strategic initiatives, including new fund launches, platform enhancements, and the delivery of modernised investment data solutions. Core Responsibilities
Partner with investment, operations, and business stakeholders to deliver accurate, timely, and reliable investment and fund data.Investigate and resolve data quality and operational issues, escalating appropriately and collaborating with senior team members on more complex problems.Support process improvement, automation and modernisation initiatives that improve efficiency, accuracy and operational outcomes. Build strong relationships with internal teams, external vendors, and industry partners to support best-practice data management.Contribute to business initiatives, including new product launches, system enhancements, and operational change projects.Continuously develop your knowledge of investment products, securities, and the broader investment management landscape.
Qualifications
Undergraduate degree (preferably in accounting, finance, economics, or related field).Minimum of one year of relevant work experience.Excellent analytical capabilities, research, problem solving, and time management skills required. Proficiency in Data Management procedures and strong knowledge of data domain workflows preferred.Strong verbal and written communication skills, interpersonal skills, and the ability to build solid business relationships.Strong, demonstrated problem identification, analysis, and resolution skills.Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.Advanced knowledge and skills using current versions of the Microsoft Office Suite. Working knowledge of SQL is required. Capability in small scale automation with python is desirable.Detail oriented with a high level of energy. Proven self-starter with ability to work independently and within teams.Ability to work effectively in a team environment.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
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. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We WorkVanguard 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.
About Vanguard50 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 30 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. As part of a growing and dynamic function, this role as a Securities Lending Analyst offers a unique opportunity to a high impact area of the business. You'll be responsible for executing daily operational tasks, maintaining rigorous adherence to established controls, policies and procedures, and delivering exceptional support to our trading team. As the program grows, you'll play a vital role in shaping and strengthening our operational capabilities within a collaborative and forward-thinking environment.Core ResponsibilitiesIdentifies and resolves complex operational issues. Coaches less tenured crew on subject-matter expertise. Supports management with review of daily, weekly, and monthly deliverables. Identifies opportunities to enhance processes supporting fund initiatives, reporting requirements, or regulatory changes.Monitors and oversees the resolution of operational issues relating to securities lending. Maintains management reporting.Serves as a liaison with the management team, as well as internal and external business partners. Proactively resolves elevated issues relating to stakeholder relationships, elevates to management as necessary.Partners with internal partners and stakeholders to determine the scope and requirements for program level initiatives. Creates impact analysis, recommends solutions, and support project implementation.Oversees the process of documenting all procedures, including creation and maintenance of materials. Tracks and documents adherence to various control standards to ensure compliance with all policies and procedures.Maintains risk mitigation controls, contingency preparation, and end-user computing tools. Supports new product launches.Participates in special projects and performs other duties as assigned.
QualificationsMinimum of three years related work experience.Undergraduate degree or equivalent combination of training and experience. Accounting, Finance, or Economics degree preferred.Inclusion StatementVanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." 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. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Vanguard Australia is proud to hold the Employer of Choice for Gender Equality (EOCGE) citation, awarded by WGEA, recognising our strong commitment to gender equality and our dedication to inclusive policies, gender balanced outcomes and a safe, respectful workplace.Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We WorkVanguard 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.
About Vanguard More than 50 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 30 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.Team and OpportunityThe newly created Fund Finance and Regulatory Reporting Senior Analyst role is a senior specialist position within the Fund and Regulatory Reporting team. The role supports accurate, timely and well-governed financial and regulatory reporting across Vanguard Super and Vanguard Australia, with particular focus on sustainability reporting, finance data and regulatory change. Working closely with the Head of Fund and Regulatory Reporting, the role translates complex requirements into controlled, scalable and audit-ready reporting processes.We are looking for an experienced specialist who enjoys complex reporting, evolving regulation and using data and technology to improve outcomes. You will combine strong technical expertise with sound judgement, hands-on delivery and the ability to influence stakeholders across Finance, Risk, Product, Technology, service providers and assurance teams. What you will doLead the preparation, review and continuous improvement of sustainability and other regulatory reporting deliverables, including supporting data, controls, evidence and sign-off materials.Support Vanguard Super financial reporting and fund finance operations, including financial statements, audit coordination and assessment of business changes impacting Finance.Demonstrated flexibility to move between sustainability reporting, APRA reporting and broader finance priorities, applying strong technical judgement and adapting quickly as team priorities evolve.Interpret new and emerging regulatory and accounting requirements, assess their impact and translate them into practical reporting processes, data requirements and controls.Act as a finance data steward for fund and regulatory reporting, strengthening data definitions, mapping, lineage, quality checks and reconciliation controls.Partner with internal teams, administrators, custodians, auditors and other service providers to resolve data, reporting and delivery dependencies.Prepare clear analysis and advice on assumptions, methodologies, reporting impacts, risks and issues for senior management and governance forums.Lead assigned workstreams and contribute subject-matter expertise to regulatory change, sustainability and reporting improvement initiatives.Identify and implement improvements across people, process, data and technology, including controlled use of automation, analytics and artificial intelligence.Provide technical guidance, peer review and coaching to other team members, helping build team capability and reduce key-person dependency.What we are looking forTo be successful in this role, you will bring:Strong experience in financial or regulatory reporting within superannuation, investment management or another highly regulated financial services environment.Demonstrated ability to interpret complex regulatory, accounting or sustainability requirements and convert them into controlled business processes and reporting outcomes.Experience preparing or reviewing external reporting deliverables, supporting documentation and audit-ready evidence.Sound knowledge of superannuation fund accounting and reporting, including financial statements, APRA reporting and relevant Australian accounting standards.Strong analytical and problem-solving skills, with the ability to identify data issues, assess risk and explain complex matters clearly.Experience leading workstreams, coordinating multiple contributors and delivering high-quality outcomes to fixed deadlines.Strong team skillsStrong stakeholder management, influencing and communication skills across technical and non-technical audiences.A collaborative agile approach, with the ability to provide guidance, peer review and coaching without formal people-management accountability.Additional experience that will set you apartWe're particularly interested in candidates who bring experience in one or more of the following areas:Sustainability reporting, including Australian climate-related financial disclosure requirements and broader sustainability frameworks.APRA reporting for superannuation or investment products.Superannuation fund financial statements, fund operations or managed funds reporting.Finance data governance, data lineage, quality controls or reporting automation.Indirect investment cost analysis, including RG 97-related calculations and governance.Implementation of new regulatory reporting requirements or participation in cross-functional change programs.CA, CPA or another relevant postgraduate qualification.Inclusion StatementVanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." 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. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Vanguard Australia is proud to hold the Employer of Choice for Gender Equality (EOCGE) citation, awarded by WGEA, recognising our strong commitment to gender equality and our dedication to inclusive policies, gender balanced outcomes and a safe, respectful workplace. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We WorkVanguard 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.
Job Description Summary
Serves as an analyst supporting day-to-day company engagement, research, and proxy voting activities. Analyzes proposals and contributes to proxy voting recommendations in alignment with Vanguard' Capital Management's proxy voting guidelinesAbout the jobVanguard Capital Management's (VCM) Investment Stewardship program has a clear mandate: to promote long-term shareholder returns on behalf of VCM's passively managed equity funds and their investors. We carry out this mandate by promoting governance practices that are associated with long-term shareholder returns at the companies in which the funds invest. We do this by:Engaging with portfolio company directors and executives to learn about companies' corporate governance practices and to share our perspectives on corporate governance practices associated with long-term shareholder returns.Voting proxies at portfolio company shareholder meetings based on each fund's proxy voting policies and guidelines.Promoting corporate governance practices associated with long-term investment returns through our published materials and participation in industry events and initiatives.Details:Vanguard Capital Management (VCM) is seeking an analyst to join our Investment Stewardship team. This role supports long term investor value by participating in company research and proxy voting and contributing to engagement with portfolio companies on corporate governance matters.As an Analyst, you will analyze governance risks, develop proxy voting recommendations in line with VCM funds' guidelines, and support engagement with company boards and executives. You will work closely with internal partners and contribute to initiatives to improve governance outcomes and reduce risk across our funds.Key Responsibilities:Contribute to research and proxy voting analysis for portfolio companies.Develop recommendations aligned with VCM's proxy voting guidelines.Support portfolio company engagement on governance topics by preparing research and documenting notes from these meetings.Contribute to research projects on corporate governance topics and projects to improve outcomes, efficiency and risk managementBuild strong relationships with internal stakeholders and external partners.What we're looking for:Undergraduate degree.Proven experience in business or investments.Strong interest in corporate governance, stewardship and risk oversight.Excellent analytical and communication skills.Ability to work collaboratively in a fast-paced environment.Fluency in Japanese, Korean, Mandarin or another major business language is a plus.Special FactorsVanguard is not offering visa sponsorship for this position.This position is hybrid and would require you to work in the office location Tuesday, Wednesday and Thursday.How We WorkVanguard 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.
