Investment Data Analyst at Vanguard

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Undergraduate degree in Finance & Data Management, or related field. CFA (completed or in progress) is desirable
Minimum 3 years in a relevant role within financial services
Familiarity with AWS and Python (hands-on experience or exposure)
Strong understanding of financial concepts, index methodology, and trade lifecycle
Excellent verbal and written communication skills
Ability to collaborate effectively across teams and with external partners
Strong analytical and problem-solving capabilities
Detail-oriented, proactive, and able to thrive in a fast-paced environment

Responsibilities

Deliver accurate index and reference data to support investment decisions and fund oversight
Manage complex daily and ad hoc tasks under tight deadlines, acting as a point of escalation for investment book of record and index methodology issues
Analyse and resolve data issues impacting portfolio management processes
Lead process improvement initiatives to enhance efficiency and data quality
Build and maintain strong relationships with internal stakeholders and external data vendors
Collaborate across global data management teams to resolve operational challenges and implement best practices
Participate in special projects and contribute to strategic initiatives

Skills

Index Data

Reference Data

Data Analysis

Data Quality

Stakeholder Management

Process Improvement

Portfolio Management

Issue Resolution

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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