Investment Data Analyst
The Investment Data Analyst at Vanguard will analyze investment data, identify trends and risks, and develop metrics, reports, and dashboards to support operational performance. They will also coordinate project activities, resolve data quality issues, and document processes to enable data consumers across the organization.
Skills required
About this role
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.