Vanguard · 1 day ago
Investment Data Analyst
Scottsdale, AZ
Full-time
Hybrid
Mid Level
3+ years expVanguard is a leading investment management company dedicated to the long-term financial wellbeing of its clients. They are seeking an Investment Data Analyst to provide data domain support to enhance investment decisions and fund oversight, serving as the primary contact for investment data inquiries and ensuring data integrity across operational activities.
FinanceFinancial Services
No H1B
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
Qualification
Required
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
Preferred
One year of project management experience preferred
Experience working in Agile or iterative workflows preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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