Jobs Companies Vanguard Workforce & Portfolio Planning Analyst

About this Workforce & Portfolio Planning Analyst role at Vanguard

Vanguard · Onsite · Malvern, PA

In this role, the Workforce & Portfolio Planning Analyst partners with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.

Key Responsibilities

  • Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
  • Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
  • Track portfolio financials and monitor budget performance against approved plans.
  • Analyze resource capacity, staffing levels, and workforce demand to identify potential gaps and risks.
  • Develop and maintain dashboards, metrics, and reporting tools that provide insights into portfolio health, spending, and resource utilization and escalate issues, risks, or variances as appropriate.
  • Identify opportunities to streamline planning, reporting, and workforce management processes through automation and process improvement.
  • Participates in special projects and performs other duties as assigned.


Qualifications

  • Minimum of two years related work experience. One year of managing a project and one year of Financial Services or function-specific experience preferred.
  • Undergraduate degree or equivalent combination of training and experience.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.

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About Vanguard

Vanguard, one of the world's leading 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 co

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