Jared Sakwa
Trade Management Specialist at Vanguard | Registered CFA II Candidate
- Role
- Trade Management Specialist at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jared Sakwa
Currently a trade management settlements specialist within Vanguard\'s investment operations division. I launched from Vanguard’s Acceleration into Financial Professional (AFP) Program in 2024, where I completed three 6-month rotations within the Finance division. I passed Level 1 of the CFA Exam in November 2023 and I am currently a registered level 2 candidate.
Experience
Trade Management Specialist
Feb 2024 — Present · Malvern, PA, US
Reducing operational risk by optimizing the buy-in process, including automated front office reporting, liquidity analysis, and post-execution claims, reducing 30+ day aged fails by 85% and recovering $120K in missed coupon payments.• Supporting the implementation of a new equity IBOR system by defining requirements, validating workflows, and testing processes by partnering with internal ando external stakeholders to ensure accurate, efficient, and controlled operations.• Leading the counterparty governance program for the top 10 brokers, establishing KPIs, performing operational analysis, and conducting structured quarterly reviews to drive measurable performance improvements.• Managing settlement escalations, leading the launch of 20+ new funds and products, and designing analyst rotation plans for a 10-person team to strengthen team cross-training and coverage across rotations.• Driving process improvements and leading technology initiatives, including Python emails scripts, machine learning based
Education
University of Pittsburgh School of Business
Bachelor of Science in Business Administration, Finance, Business Information Systems
2018 — 2022
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