Investment Data Analyst

Vanguard; Malvern (Chester County); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Vanguard in Malvern is seeking an Investment Data Analyst to support Security Reference Data and MSRM initiatives. You will analyze investment data, coordinate cross-functional activities, and drive data quality improvements in a global follow-the-sun framework.

The role combines data analysis, operational support, and change management, partnering with business and technology teams to deliver high-impact investment data solutions.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Experience analyzing investment data, operational processes, or business workflows.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft collaboration tools, including AI tools.

Responsibilities

• Data Analysis & Operational Support: analyze investment data, processes, and requirements to identify trends and solutions.
• Research, investigate, and resolve complex data quality and operational issues.
• Provide timely analysis, issue resolution, and operational insights to data consumers.
• Develop metrics, reporting, and dashboards to measure performance.
• Document processes, workflows, controls, and requirements.

Skills

Data analysis

Project coordination

Problem-solving

Communication skills

Stakeholder management

Microsoft tools

Education

Bachelor’s degree or equivalent

Tools

SQL

Power BI

Tableau

VBA

Job description

We are seeking an analytical, collaborative, and results-oriented Investment Data Analyst to support key Investment Data Operations initiatives involving Security Reference Data. This role combines data analysis, operational support, project coordination, and process improvement responsibilities to help deliver high-quality investment data solutions, specifically Managed Security Reference Master (MSRM) and operational excellence across the Investment Data Operations organization. The successful candidate will partner with business stakeholders, technology teams, and operational subject matter experts to analyze complex data issues, support strategic initiatives, monitor implementation activities, and drive continuous improvement efforts in a global follow-the -sun model.

Duties & Responsibilities

• Data Analysis & Operational Support
• Analyze investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions.
• Research, investigate, and resolve complex data quality and operational issues.
• Support investment data consumers by providing timely analysis, issue resolution, and operational insights.
• Develop meaningful metrics, reporting, and dashboards to measure operational performance and effectiveness.
• Document processes, workflows, control procedures, and business requirements.
• Project Coordination & Change Support
• Coordinate activities associated with operational and technology initiatives.
• Assist with planning, tracking, and execution of project deliverables, milestones, dependencies, and risks.
• Facilitate stakeholder meetings, capture action items, and support follow-through on commitments.
• Partner with business and technology teams to support implementation readiness and operational transitions.
• Contribute to change management activities, communications, training, and process adoption efforts.
• Process Improvement
• Identify opportunities to improve data quality, operational efficiency, and risk management practices.
• Perform root cause analysis and recommend sustainable corrective actions.
• Support process redesign and workflow optimization initiatives.
• Participate in continuous improvement programs and operational maturity initiatives.
• Stakeholder Management
• Build strong partnerships across Investment Management, Technology, Operations, and external partners.
• Communicate findings, recommendations, project status, and risks to stakeholders in a clear and concise manner.
• Collaborate effectively across global teams and varying levels of seniority.

Qualifications Required

• Undergraduate degree or equivalent combination of training and experience.
• Experience analyzing investment data, operational processes, or business workflows.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft collaboration tools, including AI tools

Preferred

• Knowledge of investment data domains such as securities, reference data, market data, pricing, benchmarks, entities, or holdings.
• Background in investment management, financial services, data management, or operations.
• Experience supporting projects, change initiatives, or process improvement efforts.
• Familiarity with Agile, project management, or business analysis practices.
• Experience utilizing SQL, Power BI, Tableau, VBA, or related analytical tools.

What Success Looks Like

• Demonstrates in depth knowledge on the data management lifecycle including daily operational oversight.
• Delivers accurate and actionable analysis that improves business outcomes.
• Successfully coordinates work across multiple stakeholders and teams.
• Contributes to the timely delivery of strategic initiatives and operational enhancements.
• Continuously identifies opportunities to improve operational effectiveness and data quality.
• Builds trusted relationships through collaboration, accountability, and strong execution.

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.