Workforce & Portfolio Planning Analyst

The Vanguard Group; Malvern (Chester County); On-site; USD 70,000 - 110,000; Full time

Job summary

The Vanguard Group in Malvern is seeking a Workforce & Portfolio Planning Analyst to partner with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.

In this role, you will develop dashboards, prepare financial and workforce reporting for leadership, analyze capacity and risks, and drive process improvements through automation.

Qualifications

• Minimum of two years related work experience.
• One year of managing a project and one year of Financial Services or function-specific experience preferred.
• Undergraduate degree or equivalent combination of training and experience.

Responsibilities

• Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
• Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
• Track portfolio financials and monitor budget performance against approved plans.
• Analyze resource capacity, staffing levels, and workforce demand to identify gaps and risks.
• Develop dashboards, metrics, and reporting tools for portfolio health, spending, and resources.
• Identify opportunities to streamline planning, reporting, and workforce management through automation.
• Participates in special projects and performs other duties as assigned.

Skills

Project management

Financial services

Data analysis

Education

Undergraduate degree

Job description

In this role, the Workforce & Portfolio Planning Analyst partners with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.

Key Responsibilities

• Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
• Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
• Track portfolio financials and monitor budget performance against approved plans.
• Analyze resource capacity, staffing levels, and workforce demand to identify potential gaps and risks.
• Develop and maintain dashboards, metrics, and reporting tools that provide insights into portfolio health, spending, and resource utilization and elevate issues, risks, or variances as appropriate.
• Identify opportunities to streamline planning, reporting, and workforce management processes through automation and process improvement.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of two years related work experience.
• One year of managing a project and one year of Financial Services or function-specific experience preferred.
• Undergraduate degree or equivalent combination of training and experience.

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.