Senior Investment Data Analyst

Vanguard•Scottsdale, AZ

3d•Hybrid

About The Position

The Senior Investment Data Analyst provides data-domain-aligned support to the Investment Management Group, Fund Ecosystem, and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. The role serves as a point of contact for complex investment-data inquiries, partners with internal teams to protect data integrity, and handles complex daily and ad hoc work under tight deadlines. It also serves as an escalation point for complex portfolio and data issues and provides oversight of specialist activities when needed. The analyst acts as a process expert for assigned data domains, resolving complex data issues and improving Data Management services for new and existing business initiatives. This includes identifying and leading process improvements, conducting root-cause analysis, developing short- and long-term solutions, and escalating issues when appropriate. The role provides direct client support, builds strategic relationships across the global Data Management community, and works with external data vendors and industry contacts. The position leads or consults on projects to ensure operational readiness, using project and change management tools and coordinating with clients and stakeholders. It recommends workflow and procedure changes, integrates technology into workflows, communicates updates, assesses impacts, prepares for changes, and creates or updates procedures. The role also participates in special projects and performs other duties as assigned. Vanguard describes its working model as hybrid for the majority of 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 or Finance, or an equivalent combination of training and experience.
At least five years of relevant work experience.
Strong analytical capabilities and understanding of financial concepts and products.
Ability to quickly learn policies, practices, trends, and information affecting the Data Management organization.
Strong verbal and written communication and interpersonal skills, with a professional presence.
Ability to communicate effectively with external providers, internal business clients, and crew members at all levels.
Excellent judgment and ability to analyze issues quickly and independently and take appropriate action with minimal supervision.
Demonstrated problem identification, analysis, and resolution skills.
Ability to work in a fast-paced, ambiguous environment with multiple and diverse responsibilities.
Strong knowledge and skills using current versions of Microsoft Office Suite.
Detail orientation, high energy, self-starting ability, and capacity to work independently and in teams.
Ability to develop and maintain relationships with internal and external clients and stakeholders at all organizational levels.
Ability to lead initiatives to completion.
Vanguard is not offering visa sponsorship for this position.

Nice To Haves

Graduate degree or CFA completed or in progress.
Two or more years of project management experience.
Two or more years of leadership and crew development experience.
Working knowledge of VBA and SQL is a significant plus.

Responsibilities

Provide data-domain-aligned support to the Investment Management Group, Fund Ecosystem, and enterprise data clients and stakeholders.
Serve as a contact for complex investment-data inquiries and partner with internal teams to ensure the integrity of investment and fund data.
Complete complex daily and ad hoc tasks under tight deadlines while managing competing priorities and analyzing multiple inputs.
Act as an escalation point for complex portfolio and data-related issues.
Provide oversight of specialist activities to support accurate and timely service delivery, as needed.
Analyze and resolve complex data issues as a Data Management process expert for assigned data domains.
Identify and lead process-enhancement initiatives to improve efficiency, service quality, and Data Management offerings.
Perform root-cause analysis of data errors, develop short- and long-term solutions, and elevate issues when appropriate.
Provide direct client support and anticipate client needs to enhance business decisions and exceed service expectations.
Build strategic relationships across the global Data Management community and use internal and external networks to resolve issues and improve quality.
Maintain awareness of industry issues and incorporate changing business needs into project solutions.
Lead and consult on projects to ensure operational readiness for implementation in a live environment.
Use project management and change management tools and work with appropriate clients and stakeholders.
Recommend workflow and procedure changes; integrate technologies into workflows; communicate updates; analyze impacts; prepare for changes; and create or update procedures.
Participate in special projects and perform other duties as assigned.