Matthew Kwong

Investment Data Analyst @Vanguard

Scottsdale, AZ, US
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WORK HISTORY

Dec 2022 — Present

Investment Data Analyst @Vanguard

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EDUCATION

2015 — 2016

Kaplan University

CFP(R), Financial Planning and Services

2009 — 2013

California State University, Long Beach

Bachelor of Science (BS), Finance and Investments

ABOUT MATTHEW KWONG

As an Investment Data Analyst in Vanguard’s Investment Data Operations, I specialize in transforming complex investment data into actionable insights that drive strategic decision-making across the enterprise. My core strength lies in data analytics—leveraging tools and techniques to ensure data accuracy, uncover trends, and optimize operational workflows. In addition, I work on modernization efforts within Vanguard’s data management of the fund ecosystem. I work at the intersection of data integrity and business intelligence, making high-volume datasets, executing quality control processes, and resolving anomalies to maintain a reliable investment data ecosystem. My work directly supports investment modeling, fund oversight, and regulatory reporting, with a strong focus on continuous process improvement and operational efficiency.With a background in financial advising and workforce management analytics, I bring a strategic mindset and a passion for data-driven problem solving. I thrive in dynamic environments, contributing to enterprise initiatives like ESG data integration and workflow optimization, and I’m committed to learning and evolving through hands-on project work and collaboration with expert teams where analytical thinking, precision, and curiosity are key to delivering value.

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