Investment Data Analyst

Vanguard•Malvern, PA

2d•Hybrid

About The Position

Vanguard is seeking an Investment Data Analyst to join their team. This role involves analyzing investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions. The analyst will be responsible for researching and resolving data quality and operational issues, supporting investment data consumers, and developing metrics, reporting, and dashboards. Additionally, the role requires coordinating operational and technology initiatives, assisting with project planning and execution, facilitating stakeholder meetings, and supporting change management activities. A key aspect of the role is identifying and implementing process improvements to enhance data quality, operational efficiency, and risk management. The analyst will also be responsible for building strong partnerships across various departments and communicating findings and project status to stakeholders. Vanguard operates on a hybrid working model, balancing flexibility with in-person collaboration.

Requirements

Undergraduate degree or equivalent combination of training and experience.
Experience analyzing investment data, operational processes, or business workflows.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Strong organizational skills and attention to detail.
Proficiency with Microsoft collaboration tools, including AI tools

Nice To Haves

Knowledge of investment data domains such as securities, reference data, market data, pricing, benchmarks, entities, or holdings.
Background in investment management, financial services, data management, or operations.
Experience supporting projects, change initiatives, or process improvement efforts.
Familiarity with Agile, project management, or business analysis practices.
Experience utilizing SQL, Power BI, Tableau, VBA, or related analytical tools.

Responsibilities

Analyze investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions.
Research, investigate, and resolve complex data quality and operational issues.
Support investment data consumers by providing timely analysis, issue resolution, and operational insights.
Develop meaningful metrics, reporting, and dashboards to measure operational performance and effectiveness.
Document processes, workflows, control procedures, and business requirements.
Coordinate activities associated with operational and technology initiatives.
Assist with planning, tracking, and execution of project deliverables, milestones, dependencies, and risks.
Facilitate stakeholder meetings, capture action items, and support follow-through on commitments.
Partner with business and technology teams to support implementation readiness and operational transitions.
Contribute to change management activities, communications, training, and process adoption efforts.
Identify opportunities to improve data quality, operational efficiency, and risk management practices.
Perform root cause analysis and recommend sustainable corrective actions.
Support process redesign and workflow optimization initiatives.
Participate in continuous improvement programs and operational maturity initiatives.
Build strong partnerships across Investment Management, Technology, Operations, and external partners.
Communicate findings, recommendations, project status, and risks to stakeholders in a clear and concise manner.
Collaborate effectively across global teams and varying levels of seniority.