Junior Investment Data Analyst

Posted An Hour Ago
Malvern, PA, USA
In-Office
Junior
Fintech
The Role
Investigate and resolve investment data exceptions, execute data reporting and quality control, perform root-cause analysis, implement process improvements, support testing and monitoring, and maintain procedures to ensure gold-copy data integrity across the enterprise.
Summary Generated by Built In

Join Vanguard's Investment Data Operations team and become the trusted source behind the investment data that fuels critical business and investment decisions. In this role, you'll investigate complex data challenges, uncover root causes, strengthen operational processes, and transform millions of data points into trusted gold-copy investment data used across the enterprise.

If you thrive in solving puzzles, driving continuous improvement, and collaborating across a broad network of partners, this is your opportunity to make a visible impact every single day.

You will:

  • Complete complex tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives. Research and analyze data exceptions with internal/external data suppliers and partners. Maintain system and business controls to ensure data integrity and approved data distribution to the enterprise.

  • Execute and analyze a wide variety of daily and periodical data reporting and quality control queries in a timely and accurate manner. Provide advanced troubleshooting and problem resolution in identifying issues/trends in reports or source systems. Provide ongoing reporting to fulfill the needs of both regulatory bodies and internal partners, as needed.

  • Recognize improvement opportunities based on process knowledge and recommend and implement proper solutions to gain efficiencies and ensure quality.

  • Perform root cause analysis of data errors and provide short-term and long-term solutions for issues, elevating issues when appropriate.

  • Build a strong network and share knowledge and experience. Proactively engage and work collaboratively with colleagues across the fund ecosystem and the enterprise to improve and sustain global operational processes.

  • Develop a strong and consistent knowledge of the funds and securities assigned and understands the details driving the global operational processes and the downstream impacts.  Leverage product and operational knowledge to aid in the production of gold-copy data.

  • Provide project support by participating in acceptance and regression testing, system monitoring, and other project-related activities as needed.  Monitor and ensures data quality by using existing business knowledge to create test cases and monitoring reports that ensure data accuracy and completeness. 

  • Create, maintain, and improve procedures and workflows. Identify and escalate potential control gaps in a timely manner to ensure resolution and to lessen impact.  

Qualifications

  • Undergraduate degree (preferably in accounting, finance, economics, or related field)

  • Minimum of three years relevant work experience with financial and investments industry experience required

  • Strong analytical ability capabilities, research, problem solving, and time management skills required

  • Strong, demonstrated problem identification, analysis, and resolution skills

  • Working knowledge of SQL, Python, Github and Claude is a significant plus

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 (preferably in accounting, finance, economics, or related field)
  • Minimum of three years relevant work experience with financial and investments industry experience
  • Strong analytical ability, research, problem solving, and time management skills
  • Demonstrated problem identification, analysis, and resolution skills
  • Working knowledge of SQL, Python, GitHub, and Claude

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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Pluralsight Logo Pluralsight

Project Manager

Edtech • Information Technology • Software
Remote or Hybrid
USA
1000 Employees
84K-110K Annually

Samsara Logo Samsara

Consultant

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
89K-135K Annually

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Sr. Sales Associate II

eCommerce • Fashion • Retail • Sales • Wearables • Design
Remote or Hybrid
14 Locations
16000 Employees
15-20 Hourly

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Sr. Sales Associate III

eCommerce • Fashion • Retail • Sales • Wearables • Design
Remote or Hybrid
14 Locations
16000 Employees
15-20 Hourly

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account