Investment Data Analyst

This operations-based role involves a variety of tasks on a daily, weekly, and monthly basis. Key responsibilities include:

• Data Management: Overseeing the organization, storage, and accessibility of data.
• Data Consulting: Providing guidance on methodology and standard processes.
• Investment Acumen: Basic understanding of financial products (mutual funds & ETFs) or accounting book of records, or willingness to learn.
• Technical Skills: Proficiency in SQL and Python is a plus, as these tools are frequently used for data analysis and automation.

We are looking for a meticulous individual who can manage multiple tasks efficiently and contribute to the continuous improvement of our operations.

Additional Duties & Responsibilities

1. Provides data domain aligned support to IMG, EIS and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. Serves as the point of contact for EIS, 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 enhance 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 launch. 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. VBA, SQL, Power BI, and Python 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.

Please note, this position is located in our Scottsdale AZ location; relocation benefits are not being offered.
 

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.