Investment Data Analyst

Responsibilities:

• Provides investment data support to IMG, and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. Serves as the point of contact for IMG and other enterprise data consumers for investment data related inquires and partners with internal teams to ensure integrity of investment and fund data. Completes daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives.
• Executes operational activities to ensure accurate and timely data delivery. Analyzes and resolves complex data issues supporting Data Management as a process expert per assigned data domain.
• Proactively identifies and leads process enhancement initiatives to gain efficiencies and improve quality. Recognizes and resolves roadblocks to maximize team impact. Reviews and performs root cause analysis of data errors and provides 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. Leverages and strengthens EIS and IMG-wide network to accelerate issue resolution and to improve quality. Partners with external data vendors and industry contacts to enable best in class data management practices.
• Develops a strong and consistent knowledge of funds and securities assigned and obtains an end-to-end knowledge of the operational processes being supported. Understands details driving the operational processes and the portfolio impacts. Maintains a broad and consistent knowledge of investment management landscape.
• Participates in new product implementations and other improvement projects by capturing, documenting, and validating business requirements, ensuring systems are properly set up for go-live. Communicates appropriately with all necessary 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 creating procedures.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Minimum of five years related work experience, with at least two years of financial services or operations experience.

• Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.

• Graduate degree preferred.

• CFA or other financial designation preferred.
   

Special Factors

Sponsorship

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.