Investment Data Analyst

The Vanguard Group; Malvern (Chester County); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Vanguard, based in Malvern, PA, seeks a data and operations analyst to translate investment data into actionable insights and reliable processes. You will analyze data, support operational workflows, and develop metrics, dashboards, and controls.

Collaborate across Investment Management, Technology, and Operations to drive change, manage priorities in a fast-paced environment, and contribute to ongoing process improvements and data quality initiatives.

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.
• 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.

Responsibilities

• Data Analysis & Operational Support: Analyze investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions.
• Project Coordination & Change Support: Coordinate activities associated with operational and technology initiatives, plan and track deliverables, milestones, dependencies, and risks.
• Process Improvement: Identify opportunities to improve data quality, operational efficiency, and risk management practices.
• Stakeholder Management: Build partnerships across Investment Management, Technology, Operations, and external partners and communicate findings and risks clearly.

Skills

Analytical reasoning

Problem solving

Communication (written & verbal)

Stakeholder collaboration

Project coordination

Adaptability

Education

Undergraduate degree or equivalent

Tools

SQL

Power BI

Tableau

VBA

AI tools

Job description

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.
• 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. 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.