Investment Data Support Specialist

About the role

At Vanguard, our mission is to give investors the best chance for investment success. This role offers a unique opportunity to work directly alongside portfolio managers and investment professionals who manage some of the industry’s most respected investment products. As an Investment Data Trade Support Specialist, you will ensure the integrity, accuracy, and availability of the investment data that drives portfolio management and trading decisions, partnering with stakeholders across the investment ecosystem to solve complex challenges, support daily investment operations, and advance modernization initiatives.

Core Responsibilities

• Serve as the primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners, providing guidance on portfolio administration and data issues, and determining appropriate escalation, resolution paths, and risk mitigation.
• Lead daily ad‑hoc portfolio administration and operational activities in accordance with defined procedures and objectives.
• Perform analysis and reconciliation of investment and portfolio data inputs, evaluate data trends, model impacts to portfolio positioning, and identify potential data, valuation, or trade‑readiness risks requiring action or control enhancements.
• Support the maintenance, delivery, and validation of investment, market, and portfolio data across systems.
• Identify, investigate, and resolve data exceptions and operational issues through root‑cause analysis, assessing operational and portfolio risk implications, and recommending corrective actions or control improvements.
• Build and maintain foundational knowledge of investment products, trade lifecycle processes, and operational risk considerations relevant to supported functions.
• Participate in onboarding and administration of new portfolios, products, or market‑driven events by supporting requirements gathering, data validation, and testing activities.
• Support the development of dashboards, operational reports, and management information.
• Contribute to process documentation, standard operating procedures, and continuous‑improvement initiatives to enhance efficiency, accuracy, and control.
• Participate in special projects and perform other duties as assigned.

Qualifications

• Minimum of three years’ experience in the Financial Services industry or related experience.
• Undergraduate degree or equivalent combination of training and experience.
• Demonstrated ability to build and maintain strong relationships with stakeholders and business partners.
• Strong attention to detail with experience working in environments where accuracy and risk management are critical.
• Ability to navigate ambiguity, adapt to changing priorities, and succeed in evolving operational environments.
• Strong analytical and problem‑solving skills with the ability to investigate and resolve complex issues.
• Interest in financial markets, investing, and the investment management industry.

Preferred Qualifications

• Experience supporting portfolio managers, trading functions, investment operations, or market‑facing activities.
• Knowledge of investment products, portfolio management concepts, or trade lifecycle processes.
• Proficiency with Python, VBA, SQL, or other data analysis and automation tools.
• Progress toward or completion of a CFA designation, MBA, or other investment‑related credential.

Schedule

This is a fully onsite position, Monday‑Friday in Malvern, PA.

Vanguard is not offering visa sponsorship for this position.