VanguardPortfolio Governance & Workforce Strategy Lead
Vanguard is hiring a Portfolio Governance & Workforce Strategy Lead. Level rates it ; you can apply on Vanguard.
Level's read on this job
- On Level's scale, this role is Uses AI ●●○○: an ordinary role that requires AI tools.
- The posting mentions visa sponsorship.
- The posting mentions Claude, Claude Code and Powerbi among its tools and skills.
- Vanguard has 354 other open roles on Level.
- Posted in the last few days.
AI in this role
Lead workforce strategy and portfolio governance using data-driven tools and optional AI assistants.
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 PowerBI
- Experience 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
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.
How we rate this
Portfolio Governance & Workforce Strategy Lead at Vanguard rates 40 out of 100 for how much of the daily work is AI. That makes it Uses AI (AI Level 2 of 4). The level is about AI in the job, not seniority.
Uses AI. An ordinary role that requires AI tools.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where portfolio management was part of your work. What did you do?
- Tell me about a project where financial budgeting was part of your work. What did you do?
- Tell me about a project where resource planning was part of your work. What did you do?
- Tell me about a project where strategic planning was part of your work. What did you do?
- Walk me through how you've used Claude in your day-to-day work.
Adapt your resume
- List these exact terms on your resume: Portfolio Management, Financial Budgeting, Resource Planning, Strategic Planning, and Claude. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
- Put the AI tool in a bullet point about what you did, not just in a skills list. This role treats it as a required part of the job.
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