Junior Investment Data Analyst

Vanguard; Malvern (Chester County); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Vanguard is seeking a data operations professional to produce timely gold-copy investment data and ensure high output quality across data domains. The role focuses on analyzing complex data exception reports, executing quality control queries, and partnering with colleagues to improve and sustain operational processes.

The candidate will collaborate with global teams, drive modernization efforts, and contribute to robust data distribution for enterprise use.

Qualifications

• Undergraduate degree (preferably in Accounting, Finance, Economics, or related field) and a minimum of three years relevant work experience.
• Strong analytical capabilities, research, problem solving, and time management skills.
• Demonstrated proficiency in SQL, with the ability to query, analyze, and manipulate complex datasets.

Responsibilities

• Complete complex tasks under tight deadlines, manage competing priorities, and analyze inputs to meet operational objectives.
• Execute and analyze daily and periodical data reporting and quality control queries; provide troubleshooting and resolution for issues in reports or source systems.
• Identify improvement opportunities based on process knowledge and implement solutions to gain efficiency and quality.

Skills

Analytical skills

Research

Problem solving

Time management

Education

Undergraduate degree (Accounting, Finance, Economics, or related field)

Tools

SQL

Python

Github

Claude or AI tools

Job description

To produce timely and accurate gold-copy investment data per assigned data domain with a focus on operational efficiency and output quality. To execute and analyze a wide variety of complex data exception reports, quality control queries, and periodic reports in a timely and accurate manner. Proactively engages and works collaboratively with colleagues across FFS and IMG to improve and sustain operational processes.

Join Vanguard's Investment Data Operations team and become the trusted source behind the investment data that fuels critical business and investment decisions. Collaborate with global colleagues, drive modernization efforts, and solve complex problems in an environment that rewards curiosity and critical thinking.

If you thrive in solving puzzles, driving continuous improvement, and collaborating across a broad network of partners, this is your opportunity to make a visible impact every single day.

You will:

• Complete complex tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives. Research and analyze data exceptions with internal/external data suppliers and partners. Maintain system and business controls to ensure data integrity and approved data distribution to the enterprise.
• Execute and analyze a wide variety of daily and periodical data reporting and quality control queries in a timely and accurate manner. Provide advanced troubleshooting and problem resolution in identifying issues/trends in reports or source systems. Provide ongoing reporting to fulfill the needs of both regulatory bodies and internal partners, as needed.
• Recognize improvement opportunities based on process knowledge and recommend and implement proper solutions to gain efficiency and ensure quality.
• Perform root cause analysis of data errors and provide short-term and long-term solutions for issues, elevating issues when appropriate.
• Build a strong network and share knowledge and experience. Proactively engage and work collaboratively with colleagues across the fund ecosystem and the enterprise to improve and sustain global operational processes.
• Develop a strong and consistent knowledge of the funds and securities assigned and understands the details driving the global operational processes and the downstream impacts. Leverage product and operational knowledge to aid in the production of gold-copy data.
• Provide project support by participating in acceptance and regression testing, system monitoring, and other project-related activities as needed. Monitor and ensures data quality by using existing business knowledge to create test cases and monitoring reports that ensure data accuracy and completeness.
• Create, maintain, and improve procedures and workflows. Identify and elevate potential control gaps in a timely manner to ensure resolution and to lessen impact.

Required Qualifications:

• Undergraduate degree (preferably in Accounting, Finance, Economics, or related field) and a minimum of three years relevant work experience.
• Strong analytical capabilities, research, problem solving, and time management skills
• Demonstrated proficiency in SQL, with the ability to query, analyze, and manipulate complex datasets.

Preferred Qualifications:

• Financial and investment industry experience strongly preferred
• Working knowledge Python, Github and Claude or other AI tools is a significant plus

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.