Senior Investment Data Analyst at Vanguard

Scottsdale, Arizona, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Undergraduate degree (Accounting/Finance preferred) or equivalent combination of training and experience. Graduate degree or CFA (completed or in progress) preferred
Minimum of five years relevant work experience
Demonstrated ability to analyze issues independently and take appropriate action with minimal supervision, especially in fast-paced and ambiguous environments
Previous experience in Index Management and Index Provider Relationships, with a solid understanding of the industry and financial products
Excellent analytical capabilities and judgment, with the ability to quickly grasp current and emerging policies, practices, and trends impacting the Data Management organization
Strong verbal and written communication skills, with a demonstrable ability to engage effectively with external providers, internal business clients, and crew members at all levels
Detail-oriented and a proven self-starter, capable of working both independently and cross-functionally within teams
Skilled in Microsoft Office Suite, with working knowledge of Python and SQL as a significant plus
Ability to develop and maintain relationships with internal and external collaborators, and lead initiatives to successful outcomes
Strong industry-wide knowledge of the investment data management landscape and end-to-end knowledge of assigned data domain

Responsibilities

Provides Index and Reference data to enhance investment decisions and fund oversight
Completes complex daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives
Acts as a point of escalation for complex portfolio and index methodology related issues
Provides oversight of all the team's activities to ensure accurate and timely service delivery, as needed
Analyzes and resolves complex data issues supporting the portfolio management process
Proactively identifies and leads process enhancement initiatives to gain efficiency and improve quality of data and service. Recognizes and resolves roadblocks to maximize team impacts
Reviews and performs root cause analysis of data errors and provides short-term and long-term solutions
Cultivates and maintains strong strategic relationships with key partners. Partners across the global fund ecosystem to resolve operational and service issues
Leverages and strengthens the Finance and IMG-wide network to accelerate complex issue resolution and improve quality. Partners with external data vendors and industry contacts to enable best-in-class data management practices
Participates in special projects and performs other duties as assigned

Skills

Key technologies and capabilities for this role

Data AnalyticsPortfolio Data ManagementSecurity Master DataMarket DataIndex DataReference DataRoot Cause AnalysisProcess Improvement

Questions & Answers

Common questions about this position

What qualifications are required for the Senior Investment Data Analyst role?

An undergraduate degree in Accounting/Finance or equivalent is required, with a graduate degree or CFA preferred. Minimum of five years relevant work experience is needed, along with experience in Index Management and Index Provider Relationships.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the team culture like for this role?

The team is committed to collaboration, talent development, and continuous improvement in a dynamic, purpose-driven environment.

What makes a strong candidate for this Senior Investment Data Analyst position?

Strong candidates demonstrate the ability to analyze issues independently in fast-paced environments, have excellent analytical capabilities, and possess strong industry knowledge of investment data management with experience in index management.

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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