Portfolio Governance & Workforce Strategy Lead

About Vanguard

Vanguard At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients.

To lead through product and services that transform our clients' lives.

To learn and develop our skills as individuals and as a team.

From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.

Responsibilities

• 1.
• Workforce Planning and Capacity Management Lead workforce planning activities to ensure organizational capacity aligns with current priorities, strategic objectives, and anticipated future demand.
• Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation decisions, and long-term planning.
• 2.
• Financial Planning, Forecasting, and Governance Support financial planning processes, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
• Provide financial insights and governance to help ensure effective allocation of resources, transparency of spending, and alignment with business objectives.
• 3.
• Prioritization and Investment Analysis Facilitate portfolio planning and prioritization activities, helping leaders evaluate competing initiatives, resource demands, risks, and business value.
• Develop business cases, investment analyses, and data-driven recommendations to support strategic investment and funding decisions.
• 4.
• Executive Reporting, KPIs, and Dashboards Define and monitor executive reporting, performance metrics, dashboards, and key performance indicators that provide visibility into organizational health and strategic progress.
• Synthesize complex operational, financial, and portfolio data into meaningful insights and executive-ready communications.
• 5.
• Strategic Planning and Business Operations Partner with leadership to support strategic planning, operational goal setting, and execution of business priorities.
• Coordinate planning activities, governance processes, and operating rhythms to ensure alignment between strategy, financial objectives, and organizational execution.
• 6.
• Improvement and Organizational Effectiveness Identify opportunities to improve planning, governance, reporting, and operational processes to increase efficiency, consistency, and business value.
• Drive continuous improvement initiatives that enhance organizational effectiveness, streamline decision-making, and support achievement of strategic objectives .

Requirements

• Portfolio Management Financial Budgeting Resource Planning Experience with using PowerBI Experience with using Excel (Advanced Modeling) Preferences: Experience with Claude Code or any AI tool is a plus Undergraduate degree or equivalent combination of training and experience.
• Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

Preferred

• Graduate degree preferred.