Vanguard's IMG Services Data team needs a Senior Investment Data Analyst to support the Equity Investment Group by delivering high-quality, real-time investment data and operational support, managing and validating portfolio-level data, security master data, and market data, and serving as the main escalation point for data queries.
Requirements
- Skilled in Microsoft Office Suite, with working knowledge of Python and SQL as a significant plus.
- 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.
- Demonstrated ability to analyze issues independently and take appropriate action with minimal supervision, especially in fast-paced and ambiguous environments.
- Strong industry-wide knowledge of the investment data management landscape and end-to-end knowledge of assigned data domain required for success.
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.
- 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.
- Reviews and performs root cause analysis of data errors and provides short-term and long-term solutions.
- Partners with external data vendors and industry contacts to enable best-in-class data management practices.
Other
- 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
- 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.
- Ability to develop and maintain relationships with internal and external collaborators, and lead initiatives to successful outcomes
