Data Analyst, Specialist

Reposted 3 Days Ago
3 Locations
In-Office
5-5 Annually
Senior level
Fintech
The Role
Drive data-driven outcomes to support client retention initiatives, manage analytics processes, and mentor others within the analytics community.
Summary Generated by Built In

Join the Workplace Analytics Service Team as a Lead Data Analyst supporting client retention!

Are you a highly skilled data analyst with a passion for driving data-driven outcomes and supporting strategic decision-making? We are looking for a talented individual to join our Workplace Solutions Service Analytics team. This role will serve a critical need to partner with Workplace Solutions to drive transparency into recordkeeping client retention, ensure accuracy of retention data and support key retention initiatives, such as CXI. This role will have an opportunity to expand upon established reporting and create analytics required to identify recordkeeping clients at risk for attrition and track our ability to retain Workplace Solutions recordkeeping clients.

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 large strategic initiatives.

  • Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.

  • Performs analyses of historical data to surface trends and insights using advanced analytical methods. 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 business partners to implement.

  • Develops, owns and manages recurring analytic or reporting processes.

  • Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.

  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Minimum of five years related work experience.

  • 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.

Top Skills

Data Analysis
Data Visualization
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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

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.

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