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Vanguard

Workforce & Portfolio Planning Analyst

Malvern, PA

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hirly's read of this role

Seniority
Mid level
Country
US
Work mode
On-site / unstated
First seen by hirly
3 Oct 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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.

Original posting on Vanguard's site ↗

Listed on hirly, a job board. hirly is not the employer: Vanguard is hiring for this role.

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