PW Growth Strategy Analytics is growing! We’re opening a new role to support some of the most important questions facing the Personal Wealth business—how we drive growth, retain clients, and plan for what’s next. As part of this horizontal analytics team, you’ll partner closely with both Client Segment leaders and work across key workstreams including Cash Flow, Retention, and Forecasting. The role spans a wide range of analytical work, from ownership of core metrics and reporting to deeper driver analysis, time‑series modeling, and AI/ML solutions that help inform growth and retention strategy for the division. If you enjoy variety, close business partnership, and seeing your work directly influence decisions, this role has plenty to offer.
Core Responsibilities
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.
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.
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.
Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement.
Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.
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.
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of 8 years related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Expert‑level SQL with experience building, validating, and maintaining complex queries and datasets used for executive reporting and analysis.
Strong Tableau skills, including designing intuitive, business‑ready dashboards and translating complex data into clear, actionable insights.
Advanced Python experience for analysis, modeling, and automation (e.g., pandas, NumPy, stats/ML libraries).
Proven data science skillset, including:
Driver and root‑cause analysis
Time‑series forecasting and trend analysis
Segmentation and exploratory modeling
Applying AI/ML techniques to real business problems
Ability to partner closely with business stakeholders to translate ambiguous questions into structured analyses and clear recommendations.
Comfortable working across reporting and deep‑dive analytics—owning both the “what happened” and the “why it happened / what’s next”.
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.
Skills Required
- Minimum of 8 years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- Graduate degree.
- Expert-level SQL with experience building, validating, and maintaining complex queries and datasets for executive reporting.
- Strong Tableau skills, including designing intuitive dashboards and translating complex data into clear insights.
- Advanced Python experience for analysis, modeling, and automation (e.g., pandas, NumPy, stats/ML libraries).
- Proven data science skillset: driver/root-cause analysis, time-series forecasting, segmentation, and applying AI/ML techniques to business problems.
- Ability to partner with business stakeholders to translate ambiguous questions into structured analyses and recommendations.
- Comfortable owning both reporting and deep-dive analytics (what happened and why/what's next).
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
