Manager, Fund & Investment Operations
Top Benefits
About the role
Leads the team to achieve fund and investment operational and strategic objectives. Maintains a compliant and high-performing operating environment, ensures service level agreements are met, and drives process improvement efforts.
Leads the team to achieve fund and investment operational and strategic objectives. Maintains a compliant and high-performing operating environment, ensures service level agreements are met, and drives process improvement efforts.
Core Responsibilities
- Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Develops and implements the team's operational framework. Leads collaboration between leaders to ensure regional and global consistency of process implementation related to data management, collateral management, corporate actions, reconciliation, etc. Consults and advises key stakeholders, acts as subject matter and technical expert, identifies and resolves complex operational issues. Leads internal control framework improvements and formulates strategic recommendations.
- Proactively identifies and mitigates external events and regulatory changes that impact team. Oversees various control standards to ensure compliance globally.
- Leads improvements of financial and performance management for the team, and forecast reports and serves as the global subject matter expert. Proactively anticipates portfolio events and leads process enhancement initiatives. Performs root cause analysis and applies findings to global process improvement efforts.
- Serves as subject matter expert for global teams and collaborates with internal and external partners to support global operations. Leverages strong industry knowledge to support relationship management
- Leads improvement initiatives to anticipate business needs and portfolio events. Develops tools to streamline and improve service delivery.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of five years related work experience, with at least two years of financial services or operations experience. Supervisory experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred. Graduate degree preferred.
- CFA or other financial designation preferred.
Pay Transparency
Expected Salary Range: $126,000 - $176,000
Role status: existing vacancy
Our compensation ranges are based on role, level, and local market. Individual pay within the range is determined by factors such as job-related skills, experience, and relevant education or training. For part-time roles, pay will be pro-rated based on regularly scheduled hours.
In addition to the range above, Vanguard’s total compensation package may include performance-based incentives, discretionary bonuses, and other perks. We also offer comprehensive benefits such as health insurance, accident and life insurance, and retirement savings plans. Your recruiter will be able to provide additional details on the total compensation offering during the hiring process.
AI Disclosure Statement
Vanguard does not use artificial intelligence (AI) or automated decision-making tools in its recruitment process. All application reviews and hiring decisions are made by our recruitment team.
Accommodations
Vanguard is committed to fostering an accessible and inclusive workplace. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation at any stage of the recruitment process, please inform us. We will work with you to meet your needs and you can reach us at americas_crewcentral@vanguardhr.com, quoting the job ID and job title.
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.
About Vanguard
Since our founding in 1975, we’ve been on a mission helping investors achieve their goals. We’re built differently. Vanguard is investor-owned, meaning that we’re owned by our funds, which are owned by our fund shareholder clients.
With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!
We are a community who think—and feel—differently about investing. Together, we’re changing the way the world invests.
Community guidelines: vgi.vg/sgl1
Manager, Fund & Investment Operations
Top Benefits
About the role
Leads the team to achieve fund and investment operational and strategic objectives. Maintains a compliant and high-performing operating environment, ensures service level agreements are met, and drives process improvement efforts.
Leads the team to achieve fund and investment operational and strategic objectives. Maintains a compliant and high-performing operating environment, ensures service level agreements are met, and drives process improvement efforts.
Core Responsibilities
- Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Develops and implements the team's operational framework. Leads collaboration between leaders to ensure regional and global consistency of process implementation related to data management, collateral management, corporate actions, reconciliation, etc. Consults and advises key stakeholders, acts as subject matter and technical expert, identifies and resolves complex operational issues. Leads internal control framework improvements and formulates strategic recommendations.
- Proactively identifies and mitigates external events and regulatory changes that impact team. Oversees various control standards to ensure compliance globally.
- Leads improvements of financial and performance management for the team, and forecast reports and serves as the global subject matter expert. Proactively anticipates portfolio events and leads process enhancement initiatives. Performs root cause analysis and applies findings to global process improvement efforts.
- Serves as subject matter expert for global teams and collaborates with internal and external partners to support global operations. Leverages strong industry knowledge to support relationship management
- Leads improvement initiatives to anticipate business needs and portfolio events. Develops tools to streamline and improve service delivery.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of five years related work experience, with at least two years of financial services or operations experience. Supervisory experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred. Graduate degree preferred.
- CFA or other financial designation preferred.
Pay Transparency
Expected Salary Range: $126,000 - $176,000
Role status: existing vacancy
Our compensation ranges are based on role, level, and local market. Individual pay within the range is determined by factors such as job-related skills, experience, and relevant education or training. For part-time roles, pay will be pro-rated based on regularly scheduled hours.
In addition to the range above, Vanguard’s total compensation package may include performance-based incentives, discretionary bonuses, and other perks. We also offer comprehensive benefits such as health insurance, accident and life insurance, and retirement savings plans. Your recruiter will be able to provide additional details on the total compensation offering during the hiring process.
AI Disclosure Statement
Vanguard does not use artificial intelligence (AI) or automated decision-making tools in its recruitment process. All application reviews and hiring decisions are made by our recruitment team.
Accommodations
Vanguard is committed to fostering an accessible and inclusive workplace. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code. If you require accommodation at any stage of the recruitment process, please inform us. We will work with you to meet your needs and you can reach us at americas_crewcentral@vanguardhr.com, quoting the job ID and job title.
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.
About Vanguard
Since our founding in 1975, we’ve been on a mission helping investors achieve their goals. We’re built differently. Vanguard is investor-owned, meaning that we’re owned by our funds, which are owned by our fund shareholder clients.
With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!
We are a community who think—and feel—differently about investing. Together, we’re changing the way the world invests.
Community guidelines: vgi.vg/sgl1