Anaplan Model Builder, Specialist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

NoVisa

Investment ManagementIndustries

Requirements

Bachelor’s degree in Finance, Business, Computer Science, or a related field
2+ years of experience as an Anaplan Model Builder, with a proven track record in developing and implementing Anaplan solutions
Anaplan Model Builder Certification (Level 2) required, Certified Anaplan Solution Architect (or higher) is preferred
Strong understanding of workforce planning processes and methodologies
Proficiency in data integration and management, with experience in handling large datasets
Excellent analytical and problem-solving skills, with a keen attention to detail
Effective communication and interpersonal skills, with the ability to collaborate with diverse teams
Self-motivated and able to manage multiple tasks in a dynamic environment
Preferred: Experience in financial planning, budgeting, and forecasting within the investment management industry
Preferred: Experience in the software delivery process, with a focus on Agile techniques
Preferred: Familiarity with other planning and analytics tools
Preferred: Advanced proficiency in Microsoft Excel and data visualization tools

Responsibilities

Design and develop Anaplan models to support workforce planning and execution strategies
Collaborate with stakeholders to gather requirements and translate them into effective Anaplan solutions
Maintain and optimize existing Anaplan models to improve performance and scalability
Ensure data accuracy and integrity within Anaplan models by integrating data from various sources
Provide training and support to end-users, promoting effective utilization of Anaplan models
Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value
Maintain model health and security regularly
Stay current with Anaplan best practices and industry trends to drive continuous improvement

Skills

Anaplan

Model Building

Workforce Planning

Data Integration

Excel

Agile

Financial Planning

Budgeting

Forecasting

Data Visualization

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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