Senior Investment Data Analyst

Vanguard; Scottsdale (AZ); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking a data management professional to support investment data across Investment Management Group and Fund Ecosystem. You will coordinate complex data inquiries, work with internal teams, and ensure timely, accurate data delivery.

You will analyze data issues, drive process improvements, and engage stakeholders globally to resolve problems and elevate service quality. A strong background in finance, data governance, and collaboration is required.

Qualifications

• Excellent analytical capabilities and understanding of financial concepts.
• Ability to quickly become knowledgeable in current and future policies and trends affecting Data Management.
• Strong communication skills with internal and external clients at all levels.

Responsibilities

• Provide data domain aligned support to Investment Management Group and Fund Ecosystem.
• Serve as the point of contact for complex investment data inquiries and collaborate with internal teams.
• Complete complex daily and ad hoc tasks under tight deadlines while managing priorities.

Skills

Data analysis

Project management

Leadership

Communication

Problem solving

Detail oriented

Education

Accounting/Finance degree

CFA preferred

Tools

SQL

VBA

Microsoft Office

Job description

Responsibilities

Provides data domain aligned support to Investment Management Group, Fund Ecosystem and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight.

Serves as the point of contact for Fund Ecosystem , Investment Management Group and other enterprise data clients for complex investment data related inquires and partners with internal teams to ensure integrity of investment and fund data.

Completes complex daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives.

Acts as a point of escalation for complex portfolio and data related issues.

Provides oversight of specialist activities to ensure accurate and timely service delivery, as needed.

Analyzes and resolves complex data issues supporting Data Management as a process expert per data domain assigned.

Focuses on improving Data Management's service offering for new and existing business initiatives.

Proactively identifies and leads process enhancement initiatives to gain efficiencies and improve quality.

Recognizes and resolves roadblocks to maximize team impacts.

Reviews and performs root cause analysis of data errors and to provide short-term and long-term solutions for issues, elevating issues when appropriate.

Provides direct client support to enhance business decisions, anticipating client's needs and exceeding expectations related to the services being provided.

Cultivates and maintains strong strategic relationships as a thought partner across the global Data Management community to resolve operational and service issues.

Leverages and strengths Fund Ecosystem and Investment Management Group-wide network to accelerate complex issue resolution and improve quality and partners with external data vendors and industry contacts to enable best in class data management practices.

Strong industry-wide knowledge of the data management landscape and end-to-end knowledge of assigned data domain required for success.

Maintains awareness of current industry issues and incorporates changing business needs into project solutions.

Leads and consults on new projects to ensure operational readiness upon implementation into a live environment.

Utilizes project management and change management tools and works closely with appropriate clients and stakeholders.

Recommends changes that will enhance workflows and procedures.

Integrates new or existing technologies into workflows and communicates updates to all team members, analyzing impact, preparing environment for change, and updating or creates procedures.

Participates in special projects and performs other duties as assigned.

Qualifications

• Undergraduate degree (Accounting/Finance preferred) or equivalent combination of training and experience. Graduate degree or CFA (completed or in progress) preferred.
• Minimum of five years relevant work experience, including two years plus project management experience and two years leadership and crew development experience preferred.
• Excellent analytical capabilities and understanding of financial concepts and products. Ability to quickly become knowledgeable in current and future policies, practices, trends and information affecting the Data Management organization.
• Strong verbal and written communication skills, interpersonal skills, and maintains a professional presence. Proven ability to effectively communicate with external providers, internal business clients and crew members at all levels.
• Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
• Excellent, demonstrated problem identification, analysis, and resolution skills.
• Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
• Strong knowledge and skills using current versions of the Microsoft Office Suite. Working knowledge of VBA and SQL is a significant plus.
• Detail oriented with a high level of energy. Proven self-starter with ability to work independently and within teams.
• Ability to develop and maintain relationships with internal and external clients and stakeholders at all levels in the organization. Ability to lead initiatives to desired conclusion.

Special Factors

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