Investment Data & Analytics Engineer- Vanguard Personalized Indexing

About the Role
Vanguard Personalized Indexing (VPI) is a rapidly growing business within Financial Advisor Services. We enable financial advisors to deliver tax‑efficient, customized direct indexing portfolios at scale. Our platform manages thousands of investor accounts and evaluates portfolios daily to support tax‑loss harvesting, customization, and investment research workflows. VPI operates at the intersection of investment management, cloud‑native platforms, and advanced analytics engineering. We are seeking a hands‑on Specialist‑level Investment Engineer to help build and evolve Python‑based analytics tools and the investment data foundation that powers VPI.

Key Responsibilities

Design, build, and maintain Python‑based analytics tools that support investment research, portfolio analysis, and operational workflows.

Develop interactive analytics applications and dashboards using Python analytics frameworks (e.g., Plotly Dash or similar).

Partner with investment and research stakeholders to translate analytical needs into scalable, production‑ready solutions.

Enable rapid experimentation while ensuring code quality, reliability, and maintainability.

Contribute to the design and evolution of investment data lakes and data pipelines on AWS.

Build and maintain data ingestion, transformation, and access layers that support analytics and downstream investment use cases.

Apply sound data engineering practices to ensure data quality, consistency, and observability.

Collaborate with platform and architecture teams to align analytics solutions with VPI’s broader data strategy.

Cloud‑Native Development (AWS)

Develop and operate analytics and data solutions on AWS, leveraging managed services where appropriate.

Build cloud‑native, scalable components that integrate with the broader VPI platform.

Participate in CI/CD practices, automated testing, and operational readiness for analytics workloads.

Production Support & Team Engagement

Participate in support and operational activities, including investigation and resolution of analytics or data‑related issues.

Contribute to on‑call or support rotations as required, with a focus on learning and continuous improvement.

Actively engage in team ceremonies, design discussions, and code reviews.

Continuously improve engineering practices, documentation, and reliability of analytics solutions.

Required Qualifications

3+ years of professional experience in software engineering, data engineering, or analytics engineering.

Strong proficiency in Python, including experience with data and analytics libraries.

Experience developing analytics or visualization solutions using frameworks such as Plotly Dash (or comparable Python‑based tools).

Hands‑on experience working with AWS‑based platforms.

Familiarity with data engineering concepts such as data lakes, pipelines, schemas, and data quality.

Exposure to investments, finance, or capital markets through academic coursework or professional experience.

Ability to operate as a hands‑on individual contributor while collaborating effectively within a team.

Preferred Qualifications

Experience building or working with investment or financial datasets (e.g., market data, portfolios, transactions).

Familiarity with portfolio analytics, investment research workflows, or quantitative analysis.

Experience with data lake architectures and analytical data stores.

Exposure to JVM‑based languages such as Java.

Experience supporting production analytics systems in a regulated or high‑availability environment.

What Success Looks Like

Actively building Python‑based analytics tools that enable investment research and decision‑making.

Help strengthen the investment data foundation that underpins VPI’s analytics and platform capabilities.

Balance rapid analytical development with production‑quality engineering practices.

Collaborate closely with engineers, investment partners, and platform teams to deliver meaningful business impact.

Grow technical depth while contributing reliably to a mission‑critical investment platform.

Sponsorship
Vanguard is offering visa sponsorship for this position.

Salary Range
$90,000.00 – $150,000.00

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