Investment Data Analyst
Description
Duties & Responsibilities
1. Data Analysis & Operational Support
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Analyze investment data, operational processes, and business requirements to identify trends, risks, opportunities, and solutions.
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Research, investigate, and resolve complex data quality and operational issues.
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Support investment data consumers by providing timely analysis, issue resolution, and operational insights.
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Develop meaningful metrics, reporting, and dashboards to measure operational performance and effectiveness.
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Document processes, workflows, control procedures, and business requirements.
2. Project Coordination & Change Support
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Coordinate activities associated with operational and technology initiatives.
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Assist with planning, tracking, and execution of project deliverables, milestones, dependencies, and risks.
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Facilitate stakeholder meetings, capture action items, and support follow-through on commitments.
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Partner with business and technology teams to support implementation readiness and operational transitions.
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Contribute to change management activities, communications, training, and process adoption efforts.
3. Process Improvement
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Identify opportunities to improve data quality, operational efficiency, and risk management practices.
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Perform root cause analysis and recommend sustainable corrective actions.
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Support process redesign and workflow optimization initiatives.
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Participate in continuous improvement programs and operational maturity initiatives.
4. Stakeholder Management
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Build strong partnerships across Investment Management, Technology, Operations, and external partners.
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Communicate findings, recommendations, project status, and risks to stakeholders in a clear and concise manner.
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Collaborate effectively across global teams and varying levels of seniority.
Qualifications Required
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Undergraduate degree or equivalent combination of training and experience.
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Experience analyzing investment data, operational processes, or business workflows.
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Strong analytical and problem-solving skills.
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Excellent written and verbal communication skills.
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Demonstrated ability to manage multiple priorities in a fast-paced environment.
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Strong organizational skills and attention to detail.
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Proficiency with Microsoft collaboration tools, including AI tools
Preferred
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Knowledge of investment data domains such as securities, reference data, market data, pricing, benchmarks, entities, or holdings.
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Background in investment management, financial services, data management, or operations.
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Experience supporting projects, change initiatives, or process improvement efforts.
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Familiarity with Agile, project management, or business analysis practices.
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Experience utilizing SQL, Power BI, Tableau, VBA, or related analytical tools.
What Success Looks Like
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Demonstrates in depth knowledge on the data management lifecycle including daily operational oversight.
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Delivers accurate and actionable analysis that improves business outcomes.
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Successfully coordinates work across multiple stakeholders and teams.
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Contributes to the timely delivery of strategic initiatives and operational enhancements.
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Continuously identifies opportunities to improve operational effectiveness and data quality.
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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.