Investment Data Analyst

Vanguard Group, Inc.

• $80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree or equivalent training/experience.
  • Experience with investment data analysis and operational processes.
  • Strong analytical and problem-solving capabilities.
  • Excellent written and verbal communication skills.
  • 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.

Responsibilities

  • Analyze investment data and operational processes to identify trends and solutions.
  • Resolve complex data quality and operational issues through research.
  • Provide timely analysis and operational insights to investment data consumers.
  • Develop metrics and dashboards to measure operational performance.
  • Document processes and workflows for business requirements.
  • Coordinate project activities related to operational and technology initiatives.
  • Support stakeholder meetings and assist in project deliverables management.

Benefits

  • Collaborative work environment across Investment Management, Technology, and Operations.
  • Opportunity to participate in continuous improvement programs.
  • Engagement with diverse global teams and clients.
  • Support for personal and professional development through process improvement initiatives.
Full Job Description
Duties & Responsibilities

1. Data Analysis & Operational Support
  • 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.


2. Project Coordination & Change Support
  • 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.


3. Process Improvement
  • 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.


4. Stakeholder Management
  • 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.


Qualifications Required
  • 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


Preferred
  • 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.


What Success Looks Like

  • Demonstrates in depth knowledge on the data management lifecycle including daily operational oversight.
  • Delivers accurate and actionable analysis that improves business outcomes.
  • Successfully coordinates work across multiple stakeholders and teams.
  • Contributes to the timely delivery of strategic initiatives and operational enhancements.
  • Continuously identifies opportunities to improve operational effectiveness and data quality.
  • Builds trusted relationships through collaboration, accountability, and strong execution.


Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

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