Business Unit Strategy Analyst Specialist, Rate Strategy Execution

Vanguard•Malvern, PA

7d•Hybrid

About The Position

Vanguard is seeking a Business Unit Strategy Analyst Specialist to join its Rate Strategy team within the growing Cash & Savings business. The role owns the end-to-end execution of rate changes across cash products, coordinating implementation, validation, controls, evidence collection, and downstream activities with partners across the organization. It helps ensure changes are completed accurately, on time, and within established risk and control expectations, supporting client outcomes, business performance, competitive positioning, and policy adherence. The position also strengthens the operating framework for Rate Strategy by improving procedures and controls, identifying operational risks, simplifying workflows, and finding opportunities to reduce manual work through process improvement, automation, and appropriately governed AI-enabled solutions. The role contributes to developing a best-in-class operating model, including by applying industry best practices and improving the efficiency, effectiveness, and scalability of processes. It also supports vendor-related activities and provides clear updates on execution status, risks, issues, controls, decisions, and improvement work.

Requirements

At least 3 years of experience in business operations, process management, risk and controls, product operations, vendor management, financial services, or a related field.
An undergraduate degree is required.
Ability to own and execute complex operational processes with strong attention to detail and reliable follow-through.
Experience creating, maintaining, or improving procedures, process maps, workflows, checklists, or other operational documentation.
Experience identifying operational risks, supporting controls, maintaining evidence, and contributing to audit or control readiness.
Strong Excel skills and familiarity with macro-enabled workbooks and VBA, including the ability to understand, test, validate, and troubleshoot existing solutions.
Ability to coordinate work across multiple teams, manage dependencies, resolve issues, and drive work through completion.
Strong written and verbal communication skills, including the ability to communicate complex execution issues clearly and concisely.
Ability to work effectively through ambiguity, manage multiple priorities, and exercise sound judgment when process variations or exceptions arise.
Self-directed approach and a strong interest in continuously improving how work is completed.

Nice To Haves

Experience in fintech, banking, or investment industries.
Graduate degree.
Experience with cash, deposit, banking, fintech, investment, or related financial products.
Experience supporting rate-change, cash-sweep, or comparable operational processes.
Experience with risk and control frameworks, Archer, SOX controls, internal audit, or control testing.
Experience with process mapping, process engineering, operational excellence, or procedure development.
Vendor or contract-management experience.
Experience with process automation tools, including Power Automate or similar solutions.
Experience applying AI-enabled tools to process improvement, documentation, quality assurance, or decision support with appropriate human oversight.
Familiarity with SharePoint, Microsoft Forms, PowerPoint, or evidence-management workflows.

Responsibilities

Execute approved rate changes from planning through implementation, validation, evidence collection, and post-change confirmation.
Coordinate cross-functional execution by clarifying ownership, managing dependencies, tracking completion, resolving issues, and driving stakeholder readiness.
Maintain procedures, checklists, process maps, control documentation, decision records, and supporting evidence to promote consistent execution and audit readiness.
Identify operational risks and support risk assessment, mitigation, control execution, issue escalation, and remediation activities.
Maintain and enhance end-to-end process documentation as business requirements, systems, and downstream processes evolve.
Identify and implement process improvements that reduce manual effort, strengthen consistency, improve accuracy, and increase scalability.
Support automation and AI-enabled solutions for process execution, documentation, quality assurance, and efficiency, with appropriate oversight.
Support vendor-related activities, including business requirements, deliverables, contract and renewal tracking, spending, performance, and issue resolution.
Partner with product, operations, technology, finance, risk, compliance, marketing, controls, oversight, and other teams to drive successful execution.
Provide clear and concise updates on execution status, risks, controls, issues, key decisions, and process-improvement activities.