Data Analyst, Senior Specialist

The Brokerage and Investments (B&I) Analytics team is growing again!  The B&I Analytics team supports our critical Brokerage and Investments business within Personal Investor. We have an opening for an experienced data analyst to support the Specialty Brokerage Operations (SBO) arm of the business. This analyst will partner closely with the business to uncover insights on PI clients' product adoption and will help to shape the strategy to improve the same. The analyst will be responsible for a range of analytic tasks including ownership of KPI reporting all the way through advanced analyses (propensity modeling, development of data driven strategies to influence product adoption, etc.)

The ideal candidate has:
    • A deep understanding of investment products & services and strong investment acumen
    • Strong technical skill set (SQL, python preferred)
    • Experience applying advanced analytical techniques in a workplace setting (e.g. predictive modeling)
    • Desire & ability to collaborate closely with our business partners to consult & gather requirements 
    • Experience in building resilient reporting products (e.g. dashboards)

Core Responsibilities

1. Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for enterprise-wide strategic initiatives.
2. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the development of data quality standards, and the tools and methods used to measure and improve data quality.
3. Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning. Validates analytical techniques employed by other analysts.
4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement.
5. Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.
6. Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Stays abreast of emerging trends and external best practices. Participates and presents during scheduled analytics seminars.
7. Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of eight years related work experience.

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Special Factors

Sponsorship

Vanguard is offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

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.