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Vanguard Bank Account Management Analyst in Malvern, Pennsylvania

Vanguard is a business that operates on trust – trust that we focus on the client, trust that assets are safe from fraud, and trust that we employ intelligent, ethical, and informed crew. That’s why we hire best-in-class financial minds to conduct thorough research and recommend the right course of action.

As a Bank Account Management Analyst, you will own and complete the monthly account reconciliation and quarterly account attestation processes, ensuring accurate account ownership and a complete account population. You will assist with the global bank account management process, including opening and closing accounts. Additionally, you will collaborate on strategic projects, capturing data to improve operational efficiency and support informed decision-making both internally and with our business partners.

Responsibilities:

  • Owns the monthly account reconciliation and quarterly attestation process, which are established to ensure accurate account ownership details and a complete and accurate account population.

  • Partners with relationship managers in the execution of client service needs for all internal clients and custodian/treasury banks.

  • Serves as primary liaison between internal contacts and global banking partners. Anticipates client needs and responds to inquiries.

  • Ensures business unit service levels indicate accurate measures. Partner within the business unit and with external banks to proactively maintain services levels.

  • Identifies priorities and recommends strategic plans and workflow solutions on assigned initiatives. Independently resolves complex problems and exercises judgement in elevating issues.

  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Minimum of three years related work experience.

  • Undergraduate degree or equivalent combination of training and experience.

  • Ability to work in a team environment. Proven ability to lead, train, and empower other crew members.

  • Detail oriented and proven self-starter with ability to work independently and within teams.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report (https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/we-care-about/diversity-equity-inclusion.html) .

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.

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