Full-Time

Head of Investment Data Research

Confirmed live in the last 24 hours

Vanguard

Vanguard

10,001+ employees

Client-owned investment management firm offering low-cost funds

Fintech
Financial Services

Expert

No H1B Sponsorship

Malvern, PA, USA

Hybrid working model implemented, requiring in-office presence.

Category
Investment Banking
Finance & Banking
Required Skills
Python
Data Science
R
SQL
Requirements
  • Bachelor’s degree in Finance, Economics, Data Science, Computer Science, or a related field; Master’s degree or Ph.D. preferred.
  • 10+ years of experience in investment data research, quantitative analysis, or a related field, with significant leadership experience in a financial services or investment management environment.
  • Deep expertise in data science, quantitative research, and statistical modeling, with proficiency in tools such as Python, R, SQL, and advanced data visualization platforms.
  • Extensive knowledge of investment management, including portfolio construction, asset allocation, risk management, and the application of data research to investment strategies.
  • Proven track record of leading and developing high-performing teams, with the ability to inspire and motivate staff while fostering a collaborative and innovative work environment.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and develop insights that drive investment decisions and product innovation.
  • Excellent verbal and written communication skills, with the ability to present complex research findings to both technical and non-technical audiences, including senior leadership.
  • Demonstrated ability to think strategically and develop long-term plans that align with organizational goals and drive business growth.
  • In-depth understanding of the investment management industry, including current trends, challenges, and opportunities, with a focus on the evolving role of data in investment decision-making.
Responsibilities
  • Develop and execute a comprehensive data research strategy that aligns with Vanguard’s investment management goals, focusing on delivering actionable insights that drive product innovation and portfolio performance.
  • Oversee the identification, acquisition, and integration of diverse data sources, including market data, alternative data, and proprietary research, to support the development of investment products and strategies.
  • Build, manage, and mentor a high-performing team of data scientists, quantitative researchers, and analysts, fostering a culture of innovation, collaboration, and continuous improvement.
  • Work closely with product managers, portfolio managers, and other key stakeholders across Vanguard to ensure data research initiatives are aligned with business needs and investment objectives.
  • Drive the exploration and adoption of new data technologies, tools, and methodologies to enhance Vanguard’s data research capabilities and competitive advantage in the investment management industry.
  • Ensure the accuracy, reliability, and security of all investment data through robust data governance practices, including data validation, quality control, and compliance with industry regulations.
  • Lead the development of advanced analytical models and data-driven insights that inform investment decisions, product development, and client engagement strategies.
  • Serve as a thought leader within Vanguard and the broader investment community, representing the firm at industry conferences, publishing research findings, and contributing to thought leadership initiatives.
  • Define and track key performance indicators (KPIs) for the data research function, measuring the impact of data-driven insights on product performance and investment outcomes.
  • Promote a culture of continuous improvement within the data research team, leveraging feedback, industry trends, and best practices to refine and enhance research methodologies.

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 institutional clients. 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 aims to help clients grow their wealth and achieve their financial goals through effective investment strategies, with many of its funds performing competitively over time.

Company Stage

Private

Total Funding

N/A

Headquarters

Kline Township, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • 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.

What critics are saying

  • 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.

What makes Vanguard unique

  • 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.

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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