Investment Data Analyst

Location: Malvern, PA

Time Type: Full time

Job Description

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.