This data analyst role will play a pivotal part in transforming complex data into clear, compelling narratives and actionable insights that support strategic initiatives, optimize the productivity of distribution stakeholders, and deliver business value. More specifically, this role will be involved in scaling the sales book management process, supporting the compensation strategy, evolving the lead generation program, and evaluating performance through analysis and reporting.
Candidates should be highly proficient in SQL, with experience cleaning, transforming, and modeling large data sets to build sustainable data products and deliver meaningful analysis. Familiarity with Tableau or a similar business intelligence tool is required to develop and enhance reporting and dashboards. The ideal candidate has experience working with sales and distribution organizations, including data from CRM systems, and is comfortable navigating ambiguity while communicating clearly and partnering consultatively with stakeholders.
Core Responsibilities:
Partner with internal stakeholders to understand business strategy, translate requirements into analytical work, and lead projects through delivery.
Design and deliver high-quality analyses, visualizations, and presentations that translate complex data into clear, actionable insights for business partners and senior leaders.
Analyze large, complex data sets to identify trends and insights using advanced analytical methods, and review or validate analytical approaches used by other analysts.
Maintain sustainable data products by leveraging data across multiple sources to support scalable analytics and reporting use cases.
Ensure data accuracy and integrity through rigorous validation, testing, and quality checks.
Own and manage recurring analytical deliverables, dashboards, and reporting processes.
Participate in special projects and perform other duties as needed.
Qualifications:
Minimum of five years related work experience.
Undergraduate degree or equivalent combination of training and experience.
Technical proficiency with SQL and Tableau (preferred).
Experience in the financial services industry and/or in sales organizations (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.
Skills Required
- Minimum of five years related work experience
- Undergraduate degree or equivalent combination of training and experience
- High proficiency in SQL
- Experience cleaning, transforming, and modeling large data sets
- Familiarity with Tableau or similar business intelligence tools
- Experience working with sales/distribution organizations and CRM data
- Experience in financial services and/or sales organizations
- Strong stakeholder communication and ability to navigate ambiguity
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.
