Senior Investment Data Strategist

Vanguard; Scottsdale (AZ); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Vanguard is seeking a data management professional to provide domain-aligned support to Investment Management Group, Fund Ecosystem, and other enterprise data clients. You will act as the point of contact for complex investment data inquiries and partner with internal teams to ensure data integrity and timely service delivery.

You will oversee specialist activities, analyze data issues, and drive improvements in data management services for new and existing initiatives.

Qualifications

• Undergraduate degree (Accounting/Finance preferred) or equivalent.
• Graduate degree or CFA (completed or in progress) preferred.
• Minimum of five years relevant work experience, including two years plus project management experience.
• Two years leadership and crew development experience preferred.
• Strong analytical capabilities and financial concepts.

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 complex investment data inquiries and partners with internal teams to ensure integrity of investment and fund data.
• Completes complex daily and ad hoc tasks while managing tight deadlines and priorities; acts as escalation point for portfolio and data issues.
• Provides oversight of specialist activities to ensure accurate and timely service delivery; analyzes complex data issues.
• Leads process enhancement initiatives to gain efficiencies and improve quality; performs root cause analysis of data errors.

Skills

Data governance

Analytical thinking

Stakeholder management

Project management

Communication

Education

Undergraduate degree (Accounting/Finance preferred)

CFA in progress or completed

Tools

SQL

Excel

VBA

Tableau

Job description

Vanguard is seeking a data management professional to provide domain-aligned support to Investment Management Group, Fund Ecosystem, and other enterprise data clients. You will act as the point of contact for complex investment data inquiries and partner with internal teams to ensure data integrity and timely service delivery.

You will oversee specialist activities, analyze data issues, and drive improvements in data management services for new and existing initiatives.