Junior Investment Data Analyst
- Scottsdale, United States
- Entry Level
- Bachelor's degree
- Posted
Skills
Required
- economics
- Microsoft Office Suite
- VBA
- SQL
Preferred
- data reporting
- quality control
- funds and securities assigned
- acceptance and regression testing
- system monitoring
- Data Management's
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
- Produces timely and accurate gold-copy investment data per assigned data domain with a focus on operational efficiency and output quality.
- Completes complex tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives.
- Researches and analyzes data exceptions with internal/external data suppliers and partners.
- Maintains system and business controls to ensure data integrity and approved data distribution to the enterprise.
- Executes and analyzes a wide variety of daily and periodical data reporting and quality control queries in a timely and accurate manner.
- Provides advanced troubleshooting and problem resolution in identifying issues/trends in reports or source systems.
- Ensures data feed services levels are met and accurately loaded into systems.
- Escalates issues when needed to the appropriate support team, ensuring that data issues are resolved efficiently and quickly.
- Provides ongoing reporting to fulfill the needs of both regulatory bodies and internal partners, as needed.
- Recognizes improvement opportunities based on process knowledge and recommends and implements proper solutions to gain efficiencies and ensure quality.
- Performs root cause analysis of data errors and provides short-term and long-term solutions for issues, elevating issues when appropriate.
- Builds a strong network within the Data Management community and shares knowledge and experience.
- Proactively engages and works collaboratively with colleagues across Fund Ecosystem, Investment Management Group, and the enterprise to improve and sustain global operational processes.
- Develops a strong and consistent knowledge of the funds and securities assigned and understands the details driving the global operational processes and the downstream impacts.
- Leverages product and operational knowledge to aid in the production of gold-copy data.
- Provides project support by participating in acceptance and regression testing, system monitoring, and other project-related activities as needed.
- Monitors and ensures data quality by using existing business knowledge to create test cases and monitoring reports that ensure data accuracy and completeness.
- Creates, maintains, and improves Data Management's procedures and workflows.
- Identifies and escalates potential control gaps in a timely manner to ensure resolution and to lessen impact.
- Adheres to various control standards to ensure compliance.
- Participates in special projects and performs other duties as assigned.
Requirements
- Undergraduate degree (preferably in accounting, finance, economics, or related field)
- Minimum of three years relevant work experience with financial and investments industry experience preferred
- Strong analytical ability capabilities, research, problem solving, and time management skills required
- Strong verbal and written communication skills.
- Ability to work effectively in a team environment Strong judgment and ability to analyze issues quickly Strong, demonstrated problem identification, analysis, and resolution skills Advanced knowledge and skills using current versions of the Microsoft Office Suite.
- Working knowledge of VBA and SQL is a significant plus Strong work ethic and ability to work in a fast-paced environment to provide internal clients with critical deliverables in a timely manner.
- Demonstrated flexibility and ability to prioritize work Special Factors Vanguard is not offering visa sponsorship for this position.
- Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.
Benefits
- To lead through product and services that transform our clients' lives.
