Investment Analyst

In this role you will

• Produce timely and accurate gold-copy investment data per assigned data domain with a focus on operational efficiency and output quality. 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. Ensure data feed services levels are met and accurately loaded into systems. Escalate issues when needed to the appropriate support team, ensuring that data issues are resolved efficiently and quickly. Provide ongoing reporting to fulfill the needs of both regulatory bodies and internal partners, as needed.
• Recognize improvement opportunities based on process knowledge and recommends and implements proper solutions to gain efficiencies and ensure quality. Perform root cause analysis of data errors and provides short-term and long-term solutions for issues, elevating issues when appropriate.
• Build a strong network within the Data Management community and shares knowledge and experience. Proactively engage and work collaboratively with colleagues across EIS/FSO, IMG, 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 Data Management's procedures and workflows. Identify and escalates potential control gaps in a timely manner to ensure resolution and to lessen impact. Adhere to various control standards to ensure compliance. 
• Participate in special projects and performs other duties as assigned.

What it takes

• Undergraduate degree (preferably in accounting, finance, economics, or related field)
• Minimum of three years relevant work experience with financial and investments industry experience preferred
• Strong analytical ability capabilities, research, problem solving, and time management skills required
• Strong verbal and written communication skills. Ability to work effectively in a team environment
• Strong judgment and ability to analyze issues quickly
• Strong, demonstrated problem identification, analysis, and resolution skills
• Advanced knowledge and skills using current versions of the Microsoft Office Suite. Working knowledge of Power BI, Python, VBA and SQL is a significant plus
• Strong work ethic and ability to work in a fast-paced environment to provide internal clients with critical deliverables in a timely manner
• Demonstrated flexibility and ability to prioritize work

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.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.    

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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.