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Portfolio Governance & Workforce Strategy Lead

L7

vanguardMalvern, PAyesterday

Occupations

Financial ManagersFinancial and Investment AnalystsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCorporate, Subsidiary, and Regional Managing Offices
Core Responsibilities:
  • 1. Workforce Planning and Capacity Management
  • Lead workforce planning activities to ensure organizational capacity aligns with current priorities, strategic objectives, and anticipated future demand.
  • Analyze resource utilization, capacity constraints, and workforce trends to support hiring strategies, resource allocation decisions, and long-term planning.2. Financial Planning, Forecasting, and Governance
  • Support financial planning processes, including budget development, forecasting, variance analysis, and ongoing financial performance monitoring.
  • Provide financial insights and governance to help ensure effective allocation of resources, transparency of spending, and alignment with business objectives.3. Portfolio Prioritization and Investment Analysis
  • Facilitate portfolio planning and prioritization activities, helping leaders evaluate competing initiatives, resource demands, risks, and business value.
  • Develop business cases, investment analyses, and data-driven recommendations to support strategic investment and funding decisions.4. Executive Reporting, KPIs, and Dashboards
  • Define and monitor executive reporting, performance metrics, dashboards, and key performance indicators that provide visibility into organizational health and strategic progress.
  • Synthesize complex operational, financial, and portfolio data into meaningful insights and executive-ready communications.5. Strategic Planning and Business Operations
  • Partner with leadership to support strategic planning, operational goal setting, and execution of business priorities.
  • Coordinate planning activities, governance processes, and operating rhythms to ensure alignment between strategy, financial objectives, and organizational execution.6. Process Improvement and Organizational Effectiveness
  • Identify opportunities to improve planning, governance, reporting, and operational processes to increase efficiency, consistency, and business value.
  • Drive continuous improvement initiatives that enhance organizational effectiveness, streamline decision-making, and support achievement of strategic objectives.
Qualifications:
  • Portfolio Management
  • Financial Budgeting
  • Resource Planning
  • Experience with using PowerBIExperience with using Excel (Advanced Modeling)
Preferences: Experience with Claude Code or any AI tool is a plus Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Special Factors SponsorshipVanguard 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.
Summary
Location: Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TX; Scottsdale, AZ
Type: Full time
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Level

ManagerL7

Location

Malvern, PA

Occupation

Financial Managers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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