Investment Data Analyst

An as Investment Data Analyst, you will provide data domain–aligned support to the Investment Management Group, the Enterprise Investment Services Fund Ecosystem, and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. It will serve as the primary point of contact for EIS, IMG, and additional enterprise data clients for all investment data–related inquiries, partnering closely with internal teams to ensure the accuracy, consistency, and overall integrity of investment and fund data. In addition, this role will provide oversight of operational activities to ensure accurate and timely service delivery, supporting efficient processes and strong data governance across the investment data lifecycle.

Duties & Responsibilities

Provides data‑domain support to IMG, EIS, and other enterprise clients to enhance investment decisions and fund oversight. Serves as the main contact for investment data inquiries, partnering with internal teams to ensure data integrity while managing daily and ad hoc tasks under tight deadlines.

Oversees operational activities to ensure accurate and timely data delivery. Analyzes and resolves complex data issues and serves as a process expert for the assigned data domain.

Leads process improvement initiatives to increase efficiency and quality. Removes roadblocks and performs root cause analysis to implement short‑ and long‑term solutions, escalating issues when needed.

Delivers proactive client support, anticipating needs and improving business decisions. Leverages EIS and IMG networks and partners with external vendors to enhance data management practices.

Develops strong knowledge of assigned funds, securities, and related operational processes. Understands key workflow drivers, portfolio impacts, and maintains broad awareness of the investment management landscape.

Supports new product implementations and improvement projects by documenting and validating requirements, ensuring accurate system setup, and coordinating communication with stakeholders.

Recommends workflow and process enhancements. Integrates new technologies, prepares teams for change, and maintains up‑to‑date procedures and documentation.

Participates in special projects and performs other duties as assigned.

Qualifications :

Undergraduate degree (preferably in accounting, finance, economics, or related field).

Minimum of three years relevant work experience, including one year of project management experience preferred.

Strong analytical and problem‑solving skills, with experience working with large investment datasets and applying data management concepts.

Proficiency with SQL, Power BI, Tableau, or AWS analytics tools; advanced Excel skills, with familiarity in VBA or Python as a plus.

Ability to translate technical data findings into clear, actionable insights for investment and operations stakeholders.

Strong decision‑making, prioritization, and adaptability in a fast‑paced, evolving environment; experience working in Agile or iterative workflows preferred.

Proven ability to collaborate effectively across teams, build strong relationships, and communicate clearly with both technical and business partners.

This role is based in our Scottsdale, AZ office and follows a hybrid work model, requiring three days per week onsite.

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.