Cost Basis Associate

Responsibilities

• Develop Cost Basis Expertise: Build a strong understanding of cost basis methodologies, internal policies, and IRS regulations in an effort to calculate and maintain accurate client data.
• Reconstruct Complex Data: Analyze historical investment records, corporate actions, and transaction activity to solve cost basis discrepancies and validate system outputs.
• Ensure Accuracy & Quality: Attention to detail in reviewing system‑generated calculations, confirm accuracy, and participate special projects to strengthen data integrity.
• Collaborate & Innovate: Work cross‑functionally to enhance processes, support system enhancements, and contribute to a culture of continuous improvement.
• Champion Lean Practices: Participate in daily team huddles, identify process‑improvement opportunities, and apply Lean Management tools to drive efficiency and innovation.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Minimum two years of business experience.
• Ability to work effectively within a team, learn quickly, and adapt to a dynamic environment.
• Strong interpersonal, research, time‑management, and problem‑solving skills.
• Excellent written and verbal communication skills.
• Computer proficiency; ability to learn proprietary systems.
• Commitment to a positive, collaborative workplace and the ability to give and receive constructive feedback.
• Ability to prioritize and manage multiple tasks in a fast‑paced environment.
• Flexibility to work overtime and business‑critical shifts as needed.
• Background in accounting, finance, or brokerage operations.
• Prior exposure to cost basis, investment operations, or tax‑related work.
• 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.
• How We Work

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