Junior Investment Data Analyst

The Vanguard Group•Scottsdale, AZ
•Hybrid

About The Position

The Junior Investment Data Analyst produces accurate, timely gold-copy investment data for assigned data domains while supporting operational efficiency, data integrity, and quality. The role analyzes exceptions, reporting outputs, data feeds, and source-system issues; maintains controls; and works with internal and external partners to resolve data problems and meet service levels. It also supports regulatory and internal reporting, root-cause analysis, process improvements, project testing, and the creation and maintenance of procedures and workflows. The analyst collaborates across Data Management, the Fund Ecosystem, Investment Management Group, and the broader enterprise, building knowledge of assigned funds and securities and understanding downstream operational impacts. Vanguard uses a hybrid working model for the majority of its crew members, combining flexibility with in-person learning, collaboration, and connection. Vanguard is not offering visa sponsorship for this position.

Requirements

  • Undergraduate degree, preferably in accounting, finance, economics, or a related field.
  • At least three years of relevant work experience.
  • Strong analytical, research, problem-solving, and time-management skills.
  • Strong verbal and written communication skills.
  • Ability to work effectively in a team environment.
  • Strong judgment and ability to analyze issues quickly.
  • Demonstrated ability to identify, analyze, and resolve problems.
  • Advanced knowledge and skills using current versions of Microsoft Office Suite.
  • Strong work ethic and ability to work in a fast-paced environment while delivering critical work to internal clients on time.
  • Flexibility and ability to prioritize work.

Nice To Haves

  • Experience in the financial and investments industry.
  • Working knowledge of VBA and SQL.

Responsibilities

  • Produce timely and accurate gold-copy investment data for assigned data domains, with a focus on operational efficiency and output quality.
  • Complete complex tasks under tight deadlines, manage competing priorities, and analyze multiple inputs to meet operational objectives.
  • Research and analyze data exceptions with internal and external data suppliers and partners.
  • Maintain system and business controls to protect data integrity and ensure approved data distribution across the enterprise.
  • Execute and analyze daily and periodic data reporting and quality-control queries accurately and on time.
  • Troubleshoot and resolve issues, including identifying trends in reports and source systems.
  • Monitor data-feed service levels and ensure data is accurately loaded into systems.
  • Escalate issues to appropriate support teams and help ensure they are resolved efficiently.
  • Provide reporting to meet regulatory and internal-partner needs.
  • Identify process improvements and recommend and implement solutions that improve efficiency and quality.
  • Perform root-cause analysis of data errors, develop short- and long-term solutions, and elevate issues when appropriate.
  • Build relationships within the Data Management community and share knowledge and experience.
  • Collaborate across the Fund Ecosystem, Investment Management Group, and enterprise to improve and sustain global operational processes.
  • Develop knowledge of assigned funds and securities, operational processes, and downstream impacts; apply product and operational knowledge to gold-copy data production.
  • Support projects through acceptance and regression testing, system monitoring, and other project activities as needed.
  • Monitor data quality and use business knowledge to create test cases and monitoring reports that verify data accuracy and completeness.
  • Create, maintain, and improve Data Management procedures and workflows.
  • Identify and promptly escalate potential control gaps, adhere to control standards, and participate in special projects and other assigned duties.
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