Investment Data Analyst

Reposted 8 Days Ago
Dublin, IRL
In-Office
Mid level
Fintech
The Role
The Investment Data Analyst supports enterprise clients by enhancing investment decisions, ensuring data integrity, managing operational activities, providing client support, and recommending process improvements.
Summary Generated by Built In
To provide data domain aligned support to IMG, FFS, and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. To serve as the point of contact for FFS, IMG and other enterprise data clients for investment data related inquires and partner with internal teams to ensure integrity of investment and fund data. To provide oversight of operational activities to ensure accurate and timely service delivery.

Duties & Responsibilities

1. Provides data domain aligned support to IMG, FFS and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. Serves as the point of contact for FFS, 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. 

2. Provides oversight of 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.

3. 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.

4. Provides direct client support to enhance business decisions, anticipating client's needs and exceeding expectations related to the services being provided. Leverages and strengthens FFS 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

5. 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.

6. 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.

7. 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.

8. Participates in special projects and performs other duties as assigned.

Qualifications

  • Undergraduate degree (preferably in accounting, finance, economics, or related field).
  • Minimum of three years relevant work experience, including one year of project management experience  preferred.
  • Excellent analytical capabilities, research, problem solving, and time management skills required. Proficiency in Data Management procedures and strong knowledge of data domain workflows preferred.
  • Strong verbal and written communication skills, interpersonal skills, and the ability to build solid business relationships.
  • Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
  • Strong, demonstrated problem identification, analysis, and resolution skills.
  • Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
  • Advanced knowledge and skills using current versions of the Microsoft Office Suite. Working knowledge of VBA and SQL is a significant plus.
  • Detail oriented with a high level of energy. Proven self -starter with ability to work independently and within teams.
  • Ability to work effectively in a team environment.  Demonstrated ability to lead, train, and motivate other crew members

Special Factors

Vanguard is not offering visa sponsorship for this position.
 

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 in accounting, finance, economics, or related field
  • Minimum of three years relevant work experience
  • One year of project management experience
  • Excellent analytical capabilities and problem-solving skills
  • Proficiency in Data Management procedures
  • Strong verbal and written communication skills
  • Advanced knowledge of Microsoft Office Suite
  • Working knowledge of VBA and SQL

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
Charlotte, NC
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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