Investment Data Analyst

Posted 3 Days Ago
Malvern, PA, USA
In-Office
Entry level
Fintech
The Role
Analyzes investment data and operational processes, resolves data-quality issues, develops metrics and dashboards, documents workflows, and supports project coordination. The role partners with investment, technology, operations, and external stakeholders on process improvement, change management, risk mitigation, and operational transitions. It communicates findings, tracks project deliverables, performs root-cause analysis, and improves data quality and operational effectiveness.
Summary Generated by Built In

Duties & Responsibilities

1. Data Analysis & Operational Support

  • Analyze investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions.

  • Research, investigate, and resolve complex data quality and operational issues.

  • Support investment data consumers by providing timely analysis, issue resolution, and operational insights.

  • Develop meaningful metrics, reporting, and dashboards to measure operational performance and effectiveness.

  • Document processes, workflows, control procedures, and business requirements.

2. Project Coordination & Change Support

  • Coordinate activities associated with operational and technology initiatives.

  • Assist with planning, tracking, and execution of project deliverables, milestones, dependencies, and risks.

  • Facilitate stakeholder meetings, capture action items, and support follow-through on commitments.

  • Partner with business and technology teams to support implementation readiness and operational transitions.

  • Contribute to change management activities, communications, training, and process adoption efforts.

3. Process Improvement

  • Identify opportunities to improve data quality, operational efficiency, and risk management practices.

  • Perform root cause analysis and recommend sustainable corrective actions.

  • Support process redesign and workflow optimization initiatives.

  • Participate in continuous improvement programs and operational maturity initiatives.

4. Stakeholder Management

  • Build strong partnerships across Investment Management, Technology, Operations, and external partners.

  • Communicate findings, recommendations, project status, and risks to stakeholders in a clear and concise manner.

  • Collaborate effectively across global teams and varying levels of seniority.

Qualifications Required

  • Undergraduate degree or equivalent combination of training and experience.

  • Experience analyzing investment data, operational processes, or business workflows.

  • Strong analytical and problem-solving skills.

  • Excellent written and verbal communication skills.

  • Demonstrated ability to manage multiple priorities in a fast-paced environment.

  • Strong organizational skills and attention to detail.

  • Proficiency with Microsoft collaboration tools, including AI tools

Preferred

  • Knowledge of investment data domains such as securities, reference data, market data, pricing, benchmarks, entities, or holdings.

  • Background in investment management, financial services, data management, or operations.

  • Experience supporting projects, change initiatives, or process improvement efforts.

  • Familiarity with Agile, project management, or business analysis practices.

  • Experience utilizing SQL, Power BI, Tableau, VBA, or related analytical tools.

What Success Looks Like

  • Demonstrates in depth knowledge on the data management lifecycle including daily operational oversight.

  • Delivers accurate and actionable analysis that improves business outcomes.

  • Successfully coordinates work across multiple stakeholders and teams.

  • Contributes to the timely delivery of strategic initiatives and operational enhancements.

  • Continuously identifies opportunities to improve operational effectiveness and data quality.

  • Builds trusted relationships through collaboration, accountability, and strong execution.


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.

Skills Required

  • Undergraduate degree or equivalent combination of training and experience
  • Experience analyzing investment data, operational processes, or business workflows
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong organizational skills and attention to detail
  • Proficiency with Microsoft collaboration tools, including AI tools
  • Knowledge of investment data domains such as securities, reference data, market data, pricing, benchmarks, entities, or holdings
  • Background in investment management, financial services, data management, or operations
  • Experience supporting projects, change initiatives, or process improvement efforts
  • Familiarity with Agile, project management, or business analysis practices
  • Experience utilizing SQL, Power BI, Tableau, VBA, or related analytical tools

Vanguard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.

  • Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
  • Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
  • Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.

Vanguard Insights

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The Company
HQ: Malvern, PA
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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