Investment Data Analyst, Senior Associate

About Vanguard

More than 50 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. 

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.

Join Vanguard's Investment Data Operations team

As an Investment Data Analyst, supporting critical Product and Book of Record data functions across our Australian and global fund footprint. Working within a global team, you will help ensure the accuracy, timeliness, and integrity of investment data that supports portfolio management, fund operations, and regulatory reporting.

Day to day, you will manage data deliveries from external and internal providers, investigate and resolve data issues, and partner with stakeholders across the enterprise. You will also play a key role in strategic initiatives, including new fund launches, platform enhancements, and the delivery of modernised investment data solutions.

Core Responsibilities

• Partner with investment, operations, and business stakeholders to deliver accurate, timely, and reliable investment and fund data.
• Investigate and resolve data quality and operational issues, escalating appropriately and collaborating with senior team members on more complex problems.
• Support process improvement, automation and modernisation initiatives that improve efficiency, accuracy and operational outcomes.
•  Build strong relationships with internal teams, external vendors, and industry partners to support best-practice data management.
• Contribute to business initiatives, including new product launches, system enhancements, and operational change projects.
• Continuously develop your knowledge of investment products, securities, and the broader investment management landscape.

Qualifications

• Undergraduate degree (preferably in accounting, finance, economics, or related field).
• Minimum of one year of relevant work experience.
• Excellent analytical capabilities, research, problem solving, and time management skills required. Proficiency in Data Management procedures and strong knowledge of data domain workflows preferred.
• Strong verbal and written communication skills, interpersonal skills, and the ability to build solid business relationships.
• Strong, demonstrated problem identification, analysis, and resolution skills.
• Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
• Advanced knowledge and skills using current versions of the Microsoft Office Suite. Working knowledge of SQL is required.  Capability in small scale automation with python is desirable.
• Detail oriented with a high level of energy. Proven self-starter with ability to work independently and within teams.
• Ability to work effectively in a team environment.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. 

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.