Senior Investment Data Analyst

Responsibilities:

• Provides Index and Reference data to the Investment Management Group (IMG), Finance Division and other stakeholders to enhance investment decisions and fund oversight.
• 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 index methodology related issues.
• Analyzes and resolves complex data issues and provides oversight of team activities to ensure accurate and timely service delivery.
• Proactively identifies and leads process enhancement initiatives to gain efficiency and improve quality. Recognizes and resolves roadblocks to maximize team impacts. Reviews and performs root cause analysis of data errors and provides short-term and long-term solutions.
• Cultivates and maintains strong strategic relationships with key stakeholders. Partners across the global Data Management community to resolve operational and service issues. Leverages and strengthens Finance and IMG-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.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Undergraduate degree (Accounting/Finance/ Data Management preferred) or equivalent combination of training and experience. CFA (completed or in progress) preferred.
• Minimum of five years relevant work experience.
• Excellent analytical capabilities and understanding of investment concepts and products.
• Strong knowledge and skills using current versions of the Microsoft Office suite. Working knowledge of Python and SQL is a significant plus.
• Strong verbal and written communication skills, interpersonal skills, and maintains a professional presence. Proven ability to effectively communicate with external providers, and internal business partners.
• Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
• Ability to develop and maintain relationships with internal and external clients and stakeholders at all levels in the organization.

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.

Client-provided location(s): Malvern, PA

Job ID: Vanguard-169558

Employment Type: FULL_TIME

Posted: 2025-08-06T17:17:32