Senior Investment Data Analyst

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 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

• Provides data domain aligned support to Investment Management Group, Fund Ecosystem and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight.
• Serves as the point of contact for Fund Ecosystem , Investment Management Group and other enterprise data clients for complex investment data related inquires and partners with internal teams to ensure integrity of investment and fund data.
• Completes 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 Fund Ecosystem and Investment Management Group-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.

Requirements

• 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.
• 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.
• 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.

Preferred

• Working knowledge of VBA and SQL is a significant plus.

Benefits

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