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

Senior, Expert

No H1B Sponsorship

Malvern, PA, USA

Hybrid working model requires 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

N/A

Total Funding

N/A

Headquarters

Kline Township, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • Vanguard's expansion into active fixed income ETFs and international dividend growth funds demonstrates its commitment to offering diverse and innovative investment options.
  • The company's strong performance history, with many funds outperforming peer averages over a decade, provides a compelling reason for investors to trust Vanguard.
  • Strategic partnerships, such as the collaboration with American Express for financial advice services, enhance Vanguard's value proposition and market reach.

What critics are saying

  • The competitive landscape in financial services is intense, with major players like Schwab and Fidelity posing significant challenges.
  • Vanguard's reliance on low-cost fees may pressure profit margins, especially in volatile market conditions.

What makes Vanguard unique

  • Vanguard's unique client-owned structure ensures that the company operates solely in the best interest of its investors, unlike traditional firms driven by external shareholders.
  • The company's commitment to low-cost investment options, with fees generally lower than industry averages, sets it apart in the competitive financial services market.
  • Vanguard's broad range of investment products, including mutual funds, ETFs, and personalized advisory services, caters to a diverse clientele from individual investors to large institutions.

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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