Cost Basis Associate

Uses advanced skills gained through training and experience to provide superior client service through accuracy, timeliness and department standards. Manually researches, calculates and updates cost basis using various systems, procedures and tactical techniques. Responds to complex internal and external cost basis inquiries. Provides analysis of reports and other department initiatives.

• 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.

• 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.

Vanguard is not offering visa sponsorship for this position.