Investment Data Analyst at Vanguard

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

15 Feb, 26

Salary

0.0

Posted On

17 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Financial Concepts, Index Methodology, Trade Lifecycle, Communication Skills, Relationship Building, Problem Solving, Attention to Detail, Process Improvement, Collaboration, AWS, Python, Analytical Skills, Investment Management, Stakeholder Engagement, Project Participation

Industry

Financial Services

Description

We provide Index and Reference data support to the Investment Management Group and key stakeholders, ensuring accurate investment and fund data for informed decisions and oversight About Vanguard More than 45 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. At Vanguard, our mission is to help all investors reach investment success. Our Investment Data team plays a critical role in delivering exceptional outcomes, and we’re seeking an Investment Data Analyst to ensure the integrity and accuracy of index and reference data that drives investment decision making. In this highly collaborative role, you’ll work with internal teams and external partners to maintain data quality, resolve complex issues, and lead process improvements. Strong communication and relationship building skills are essential, you’ll engage with multiple stakeholders across the business and external. **This hybrid role (in office Tues-Wed-Thurs) is based in Melbourne, VIC** What You’ll Do: Deliver accurate index and reference data to support investment decisions and fund oversight. Manage complex daily and ad hoc tasks under tight deadlines, acting as a point of escalation for investment book of record and index methodology issues. Analyse and resolve data issues impacting portfolio management processes. Lead process improvement initiatives to enhance efficiency and data quality. Build and maintain strong relationships with internal stakeholders and external data vendors. Collaborate across global data management teams to resolve operational challenges and implement best practices. Participate in special projects and contribute to strategic initiatives. What You’ll Bring: Undergraduate degree in Finance & Data Management, or related field. CFA (completed or in progress) is desirable. Minimum 3 years in a relevant role within financial services. Familiarity with AWS and Python (hands-on experience or exposure). Strong understanding of financial concepts, index methodology, and trade lifecycle. Excellent verbal and written communication skills. Ability to collaborate effectively across teams and with external partners. Strong analytical and problem-solving capabilities. Detail-oriented, proactive, and able to thrive in a fast-paced 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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Responsibilities

The Investment Data Analyst will deliver accurate index and reference data to support investment decisions and fund oversight. This role involves managing complex tasks, resolving data issues, and leading process improvements while collaborating with various stakeholders.