Senior Investment Data Analyst

Vanguard is on a journey to modernize our Investment Data management processes. We are looking for a senior Data Analyst to support that modernization journey on behalf of the Standardized Services operational team. This role will work closely with senior operational managers and durable product teams to ensure all operational processes are considered as we move to a cloud native platform. This role will engage in deep data analysis, testing and project support. Additionally, this role will engage in exciting problem solving and business research for our multiyear data management transformation program.

The Senior Data Investment Analyst:

• Provides data domain aligned support within GIDM and to enterprise data clients and stakeholders to enhance investment decisions and fund oversight. Serves as the point of contact for Sr. Product Family Manager, Product Owner(s), development team, and the Specialized services operational team for complex Investment Data related inquires and partners with internal teams to ensure integrity of investment and fund data. Supports complex daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives. Acts as a point of escalation for complex portfolio and data related issues.
• Provides oversight of specialist activities to ensure accurate and timely service delivery, as needed. Analyzes and resolves complex data issues supporting Data Management as a process expert per data domain assigned.
• Focuses on improving Data Management's service offering for new and existing business initiatives. Proactively identifies and leads process enhancement initiatives to gain efficiencies and improve quality. Recognizes and resolves roadblocks to maximize team impacts. Reviews and performs root cause analysis of data errors and to provide short-term and long-term solutions for issues, elevating issues when appropriate.
• Provides direct client support to enhance business decisions, anticipating client's needs and exceeding expectations related to the services being provided. Cultivates and maintains strong strategic relationships as a thought partner across the global Data Management community to resolve operational and service issues. Leverages and strengthens Enterprise wide network to accelerate complex issue resolution and improve quality and partners with external data vendors and industry contacts to enable best in class data management practices.
• Strong industry-wide knowledge of the data management landscape and end-to-end knowledge of assigned data domain required for success. Maintains awareness of current industry issues and incorporates changing business needs into project solutions.
• Leads and consults on new projects to ensure operational readiness upon implementation into a live environment. Utilizes project management and change management tools and works closely with appropriate clients and stakeholders.
• Recommends changes that will enhance workflows and procedures. Integrates new or existing technologies into workflows and communicates updates to all team members, analyzing impact, preparing environment for change, and updating or creates procedures.
• Participates in special projects and performs other duties as assigned.

What it takes:

• Undergraduate degree (Accounting/Finance preferred) or equivalent combination of training and experience. Graduate degree or CFA (completed or in progress) preferred.
• Minimum of five years relevant work experience, including two years plus project management experience and two years leadership and crew development experience preferred.

Preferred Skill Set:

• Excellent analytical capabilities and understanding of financial concepts and products. Ability to quickly become knowledgeable in current and future policies, practices, trends and information affecting the Data Management organization.
• Strong verbal and written communication skills, interpersonal skills, and maintains a professional presence. Proven ability to effectively communicate with external providers, internal business clients and crew members at all levels.
• Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
• Excellent, demonstrated problem identification, analysis, and resolution skills.
• Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
• Strong knowledge and skills using current versions of the Microsoft Office Suite. Working knowledge of VBA and SQL is a significant plus.
• Detail oriented with a high level of energy. Proven self-starter with ability to work independently and within teams.
• Ability to develop and maintain relationships with internal and external clients and stakeholders at all levels in the organization. Ability to lead initiatives to desired conclusion.

Special Factors

Vanguard is not offering visa sponsorship for this position.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

How We Work

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.