Project Manager and Data Analyst

Vanguard - Newtown Square, PA

Full-time - Mid Level

Hybrid - Newtown Square, PA

Funds, Trusts, and Other Financial Vehicles

About the position

The Project Manager/ Data Analyst acts as primary liaison for consumer engagement with key internal and external consumers of investment data. Develops strategies to effectively communicate and manage complex relationships related to investment data products and modernization efforts. Works closely with cross-functional teams including IT and product teams. To serve as the point of contact for FFS, IMG and other enterprise data clients for complex investment data related inquiries and partner with internal teams to ensure integrity of investment and fund data. To be a thought partner across the investment data community to assist in resolving consumer concerns and collecting feedback.

Responsibilities

• Provides data domain aligned support to IMG, FFS and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight.
• Serves as the point of contact for FFS, IMG and other enterprise data clients for complex investment data related inquiries and partners with internal teams to ensure integrity of investment and fund data.
• Completes complex daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives.
• Acts as a point of escalation for complex portfolio and data related issues.
• Provides oversight of specialist activities to ensure accurate and timely service delivery, as needed.
• Analyzes and resolves complex data issues supporting Data Management as a process expert per data domain assigned.
• Focuses on improving Data Management's service offering for new and existing business initiatives.
• Proactively identifies and leads process enhancement initiatives to gain efficiencies and improve quality.
• Recognizes and resolves roadblocks to maximize team impacts.
• Reviews and performs root cause analysis of data errors and provides short-term and long-term solutions for issues, elevating issues when appropriate.
• Provides direct client support to enhance business decisions, anticipating client's needs and exceeding expectations related to the services being provided.
• Cultivates and maintains strong strategic relationships as a thought partner across the global Data Management community to resolve operational and service issues.
• Leverages and strengthens FFS and IMG-wide network to accelerate complex issue resolution and improve quality.
• Partners with external data vendors and industry contacts to enable best in class data management practices.
• Maintains awareness of current industry issues and incorporates changing business needs into project solutions.
• Leads and consults on new projects to ensure operational readiness upon implementation into a live environment.
• Utilizes project management and change management tools and works closely with appropriate clients and stakeholders.
• Recommends changes that will enhance workflows and procedures.
• Integrates new or existing technologies into workflows and communicates updates to all team members.
• Participates in special projects and performs other duties as assigned.

Requirements

• Undergraduate degree (Accounting/Finance preferred) or equivalent combination of training and experience.
• Graduate degree or CFA (completed or in progress) preferred.
• Minimum of five years relevant work experience, including two years plus project management experience and two years leadership and crew development experience preferred.
• Excellent analytical capabilities and understanding of financial concepts and products.
• Strong verbal and written communication skills, interpersonal skills, and maintains a professional presence.
• Proven ability to effectively communicate with external providers, internal business clients and crew members at all levels.
• Excellent judgment and ability to analyze issues quickly and independently to take appropriate action with minimal supervision.
• Excellent, demonstrated problem identification, analysis, and resolution skills.
• Demonstrated ability to function in a fast paced, ambiguous working environment with multiple and diverse responsibilities.
• Strong knowledge and skills using current versions of the Microsoft Office Suite.
• Working knowledge of VBA and SQL is a significant plus.
• Detail oriented with a high level of energy.
• Proven self-starter with ability to work independently and within teams.
• Ability to develop and maintain relationships with internal and external clients and stakeholders at all levels in the organization.
• Ability to lead initiatives to desired conclusion.

Benefits

• Hybrid working model designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.