Junior Investment Data Analyst

Vanguard•Scottsdale, AZ
•Hybrid

About The Position

The Junior Investment Data Analyst produces timely and accurate gold-copy investment data for assigned data domains, with a focus on operational efficiency and output quality. The role handles complex tasks under tight deadlines, manages competing priorities, researches data exceptions with internal and external suppliers and partners, and maintains system and business controls that protect data integrity and approved enterprise data distribution. The analyst performs daily and periodic reporting and quality-control queries, troubleshoots issues in reports and source systems, monitors data-feed service levels and system loads, and escalates issues to the appropriate support teams. The role also supports regulatory and internal reporting, conducts root-cause analysis, recommends and implements process improvements, and helps develop and maintain procedures, workflows, controls, test cases, and monitoring reports. The position works collaboratively across the Data Management community, Fund Ecosystem, Investment Management Group, and the broader enterprise. It requires developing detailed knowledge of assigned funds and securities, supporting projects through testing and system monitoring, and participating in special projects and other assigned duties. Vanguard uses a hybrid working model for the majority of its crew members, combining flexibility with in-person learning, collaboration, and connection.

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 and 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 the 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

  • Financial and investments industry experience is preferred.
  • Working knowledge of VBA and SQL is a significant plus.

Responsibilities

  • Produce timely and accurate gold-copy investment data for assigned data domains while maintaining 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 ensure data integrity and approved enterprise data distribution.
  • Execute and analyze daily and periodic data reporting and quality-control queries accurately and on time.
  • Troubleshoot and resolve issues and trends in reports or source systems.
  • Ensure data-feed service levels are met and data is accurately loaded into systems; escalate issues to appropriate support teams and follow through on resolution.
  • Provide ongoing reporting for regulatory bodies and internal partners as needed.
  • Identify process-improvement opportunities, recommend and implement solutions, and perform root-cause analysis of data errors.
  • Develop short- and long-term solutions to data issues and elevate issues when appropriate.
  • Build relationships within the Data Management community and share knowledge and experience.
  • Collaborate with colleagues across Fund Ecosystem, Investment Management Group, and the enterprise to improve and sustain global operational processes.
  • Develop knowledge of assigned funds and securities, global operational processes, and downstream impacts; apply product and operational knowledge to produce gold-copy data.
  • Support projects through acceptance and regression testing, system monitoring, and other project-related activities.
  • Monitor data quality and create test cases and monitoring reports to ensure 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 support timely resolution.
  • Participate in special projects and perform other duties as assigned.
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