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Vanguard

Manages investment funds and retirement savings

Junior Investment Data Analyst

Data ManagementPosted on Nov 13
Full-timeScottsdale, AZ, USANo salary listed

About the Job

Requirements

  • An undergraduate degree is required; accounting, finance, economics, or a related field is preferred.
  • A minimum of three years of relevant work experience is required; financial and investments industry experience is preferred.
  • Strong analytical ability, research, problem-solving, and time-management skills are required.
  • Strong verbal and written communication skills are required, along with the ability to work effectively in a team environment.
  • Strong judgment and the ability to analyze issues quickly are required.
  • Demonstrated problem identification, analysis, and resolution skills are required.
  • Advanced knowledge and skills using current versions of the Microsoft Office Suite are required.
  • A strong work ethic and the ability to work in a fast-paced environment to provide internal clients with critical deliverables in a timely manner are required.
  • Flexibility and the ability to prioritize work are required.

Responsibilities

  • Produce timely and accurate gold-copy investment data for assigned data domains, focusing on operational efficiency and output quality.
  • Complete complex tasks under tight deadlines, manage competing priorities, and analyze multiple inputs to meet operational objectives.
  • Research and analyze data exceptions with internal and external data suppliers and partners.
  • Maintain system and business controls to ensure data integrity and approved data distribution to the enterprise.
  • Execute and analyze daily and periodic data reporting and quality-control queries accurately and on time.
  • Troubleshoot and resolve issues by identifying trends in reports or source systems.
  • Ensure data-feed service levels are met and data is accurately loaded into systems; escalate issues to the appropriate support team to ensure efficient resolution.
  • Provide reporting to meet regulatory-body and internal-partner needs as required.
  • Identify process-improvement opportunities and recommend and implement solutions that improve efficiency and quality.
  • Perform root-cause analysis of data errors, develop short-term and long-term solutions, and escalate issues when appropriate.
  • Build a network within the Data Management community and share knowledge and experience.
  • Work collaboratively across Fund Ecosystem, Investment Management Group, and the enterprise to improve and sustain global operational processes.
  • Develop consistent knowledge of assigned funds and securities, global operational processes, and downstream impacts; apply product and operational knowledge to produce gold-copy data.
  • Support projects by participating in acceptance and regression testing, system monitoring, and other project activities as needed.
  • Monitor data quality and use business knowledge to create test cases and monitoring reports that ensure data accuracy and completeness.
  • Create, maintain, and improve Data Management procedures and workflows.
  • Identify and escalate potential control gaps promptly to ensure resolution and reduce impact; adhere to control standards to ensure compliance.
  • Participate in special projects and perform other duties as assigned.

Desired Qualifications

  • Financial and investments industry experience is preferred.
  • Working knowledge of VBA and SQL is a significant plus.

About the Company

Vanguard

Manages investment funds and retirement savings

Vanguard manages mutual funds, exchange-traded funds, and retirement investments for individuals, financial advisers, and institutions. Its Vanguard 500 Index Fund gives investors exposure to large U.S. companies by tracking the S&P 500, while its lineup also includes actively managed stock and bond funds. Clients invest through brokerage and retirement accounts, workplace plans, or advisers, and advisory services build and maintain portfolios around their goals. Fund expenses and advisory fees pay for investment management and account services, with advisory charges based on the assets managed. Founded in 1975, Vanguard is headquartered in Malvern, Pennsylvania, United States.

Company size
10,001+
Company stage
Debt Financing
Total funding
$4B
Headquarters
Malvern, PA
Founded
1975

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