Data Reporting, Senior Associate

The Vanguard Group

Malvern (Chester County)

Hybrid

USD 70,000 - 95,000

Full time

6 days ago
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Job summary

Vanguard, located in Malvern, seeks a Reporting and Data Analyst to leverage data for meaningful insights and develop reports. The role focuses on data-driven decision support, stakeholder collaboration, and responding to end-user reporting needs.

A hybrid work model is supported to balance in‑person collaboration with remote work. Ideal candidates bring an undergraduate degree and at least three years of related experience, with knowledge of Rumba, PRS and IIG systems.

Qualifications

  • Undergraduate degree or equivalent combination of training and experience.
  • Minimum of three years related work experience.
  • Knowledge of Rumba, PRS and other IIG systems or ability to learn.
  • Analytical abilities required.

Responsibilities

  • Consults with clients on data projects, including payroll and data cleanup.
  • Owns data-related project work from problem identification to communication.
  • Manages inputs of project work and analyzes client data for accuracy.
  • Analyzes test data and verifies data presence and quality.
  • Interacts with external partners to define data requirements and resolve issues.
  • Leads data workflow discussions with internal partners and provides SME guidance.
  • Offers data-related process improvements and supports issue resolution and training.

Skills

Analytical abilities

Education

Undergraduate degree or equivalent combination of training and experience

Tools

Rumba
PRS
IIG systems

Job description

We are seeking a detail-oriented and analytical professional to join our team as a Reporting and Data Analyst. In this role, you will support business operations by leveraging data to deliver meaningful insights, develop and maintain reports, and respond to end-user reporting needs. The ideal candidate will be skilled in querying and analyzing data, creating clear and actionable reports, and partnering with stakeholders to provide data-driven solutions that support operational decision‑making and business performance.

Core Responsibilities:
  • Consults, collaborates, and works directly with clients on a variety of projects such as payroll work, full-scale data cleanup (in client HRIS, payroll, and Vanguard recordkeeping systems), and conversions.
  • Owns all data related project work including problem identification, analysis, resolution, documentation and both internal and external communication
  • Manages all inputs of project work.
  • Collects, analyzes, and determines appropriateness of client data.
  • Analyzes test data and performs test scenarios to ensure all required data is present and accurate.
  • Review and interprets data for corresponding project needs.
  • Optimizes project approach as it pertains to data
  • Interacts extensively with external partners such as prior recordkeeper, payroll vendor, and client to identify data requirements, resolve data issues, manage project timeframes, and provide guidance and insight on the submission of data.
  • Engages and leads data workflow discussions with internal business partners such as Client Administration, Client Services, Participant Education, Risk & Treasury, IT and Data Transmission Services (DTS).
  • Acts as point of contact and subject matter expert on data-related functions of project to all internal partners.
  • Proactively offers solutions to improve the project and the client’s experience as it pertains to data, data feeds, and related processes.
  • Proactively assists others with issue resolution, training, coaching, and personal development.
  • Participates in special projects and performs other duties as assigned.
Qualifications
  • Undergraduate degree or equivalent combination of training and experience.
  • Minimum of three years related work experience.
  • Knowledge of Rumba, PRS and other IIG systems or ability to learn.
  • Analytical abilities required.
Special Factors
  • Sponsorship Vanguard is not offering visa sponsorship for this position.
About 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.

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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