Strategy Reporting Analyst, Strategic Growth and

6 months ago

Melbourne, Australia Vanguard Full time

**About Vanguard**

More than 45 years ago, John C. Bogle had a bold 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.

**Our Team & Opportunity**

The Strategic Growth Team is responsible for the development of Vanguard’s Personal Investor strategy including the Vanguard Super strategy and annual business planning process. The team is also responsible for the assessment and execution of potential inorganic growth opportunities and the oversight of services delivered to the Superannuation fund via Vanguard shared services.

A key focus for this role will be providing analytical and operational support for the strategy and performance monitoring and inorganic growth processes. The Strategy & Reporting Analyst will support key management reporting deliverables in relation to business and strategy performance.

**What you will do**
- Research, analyze and interpret data regarding business and competitor performance.
- Conduct analysis in support of inorganic transactions using financial modelling techniques.
- Various research and data collection activities - market trend analysis, competitor and member outcomes analysis etc. to support strategy development.
- Prepare management reporting in relation to strategy execution and business performance.
- Prepare and deliver visualizations and internal and external presentations and artefacts that translate analytic insights into tangible, actionable solutions.
- Participate in special projects and performs other duties as assigned.

**What are we looking for**
- Demonstrated experience within Financial Modelling and Analysis / Business Partnering / Data & Analytics / Management Accounting function
- Demonstrated experience with Microsoft Excel modelling, data manipulation along with the ability to present data in various formats.
- Advanced PowerPoint and presentation skills.
- Familiar with fast-paced, dynamic environments and the ability to adapt quickly.
- Articulate with excellent verbal and written communication skills.
- Ability to think creatively, driven and self-motivated to continually learn new skills.
- Self-motivated and an eagerness to work hands-on with team members.

**Specialisations that will make an impact**
- Business analysis, conceptual thinking skills
- Industry experience within Financial Services. Superannuation and Investment Management experience will be well regarded.
- Undergraduate degree in accounting, finance, business, commerce or related field. Professional certification or advanced degree (e.g., MBA, CA, CPA) is a plus.

**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.

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