Hybrid IT Portfolio & Workforce Forecast Analyst

The Vanguard Group; Malvern (Chester County); Hybrid; USD 70,000 - 110,000; Full time

Job summary

The Vanguard Group in Malvern is seeking a Workforce & Portfolio Planning Analyst to partner with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.

In this role, you will develop dashboards, prepare financial and workforce reporting for leadership, analyze capacity and risks, and drive process improvements through automation.

Qualifications

• Minimum of two years related work experience.
• One year of managing a project and one year of Financial Services or function-specific experience preferred.
• Undergraduate degree or equivalent combination of training and experience.

Responsibilities

• Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
• Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
• Track portfolio financials and monitor budget performance against approved plans.
• Analyze resource capacity, staffing levels, and workforce demand to identify gaps and risks.
• Develop dashboards, metrics, and reporting tools for portfolio health, spending, and resources.
• Identify opportunities to streamline planning, reporting, and workforce management through automation.
• Participates in special projects and performs other duties as assigned.

Skills

Project management

Financial services

Data analysis

Education

Undergraduate degree

Job description

The Vanguard Group in Malvern is seeking a Workforce & Portfolio Planning Analyst to partner with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.

In this role, you will develop dashboards, prepare financial and workforce reporting for leadership, analyze capacity and risks, and drive process improvements through automation.