Investment Data Analyst

The Vanguard Group•Malvern, PA

1d•Hybrid

About The Position

At Vanguard, we are on a mission to work for the long-term financial wellbeing of our clients and lead through products and services that transform our clients' lives. We are looking for an Investment Data Analyst to join our team. This role involves analyzing investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions. You will also be responsible for supporting investment data consumers, coordinating operational and technology initiatives, and identifying opportunities for process improvement. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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.