Core Responsibilities:
1. Workforce Planning and Capacity Management
- Lead workforce planning activities to ensure organizational capacity aligns with current priorities, strategic objectives, and anticipated future demand.
- Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation decisions, and long-term planning.
2. Financial Planning, Forecasting, and Governance
- Support financial planning processes, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
- Provide financial insights and governance to help ensure effective allocation of resources, transparency of spending, and alignment with business objectives.
3. Portfolio Prioritization and Investment Analysis
- Facilitate portfolio planning and prioritization activities, helping leaders evaluate competing initiatives, resource demands, risks, and business value.
- Develop business cases, investment analyses, and data-driven recommendations to support strategic investment and funding decisions.
4. Executive Reporting, KPIs, and Dashboards
- Define and monitor executive reporting, performance metrics, dashboards, and key performance indicators that provide visibility into organizational health and strategic progress.
- Synthesize complex operational, financial, and portfolio data into meaningful insights and executive-ready communications.
5. Strategic Planning and Business Operations
- Partner with leadership to support strategic planning, operational goal setting, and execution of business priorities.
- Coordinate planning activities, governance processes, and operating rhythms to ensure alignment between strategy, financial objectives, and organizational execution.
6. Process Improvement and Organizational Effectiveness
- Identify opportunities to improve planning, governance, reporting, and operational processes to increase efficiency, consistency, and business value.
- Drive continuous improvement initiatives that enhance organizational effectiveness, streamline decision-making, and support achievement of strategic objectives.
Qualifications:
- Portfolio Management
- Financial Budgeting
- Resource Planning
- Experience with using PowerBI
- Experience with using Excel (Advanced Modeling)
Preferences:
- Experience with Claude Code or any AI tool is a plus
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
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
- Portfolio management experience
- Financial budgeting experience
- Resource planning experience
- Experience using Power BI
- Advanced Microsoft Excel modeling experience
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree
- Experience with Claude Code or another AI tool
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.
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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.
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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.
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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
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.
