Data Analyst, Specialist

Reposted 23 Days Ago
5 Locations
In-Office
5-5 Annually
Senior level
Fintech
The Role
This role requires transforming complex data into actionable insights for senior leadership, utilizing tools like Tableau and SQL, and overseeing analytical projects.
Summary Generated by Built In

We are seeking a data visualization expert with a passion for transforming complex data into clear, actionable insights for senior leadership. This role will support the Distribution organization within Personal Investor, which focuses on how we engage with, serve, and grow relationships with our clients.

The ideal candidate is highly skilled in Tableau and SQL, has a strong sense of visual design and user experience, and enjoys partnering closely with business leaders to help them make data-driven decisions. The analyst will be responsible for a range of analytical tasks including ownership of enhancing our dashboard suite all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)

The ideal candidate has:

  • Expert-level visualization skills using tools such as Tableau

  • Strong SQL experience, with the ability to write and troubleshoot complex queries

  • Experience in Python and advanced analytics

  • Demonstrated experience building executive-ready dashboards and visual solutions with a strong analytical mindset and attention to detail

  • Desire & ability to collaborate closely with our business partners to consult & gather requirements

  • Strong presentation skills with the ability to deliver actionable data stories to business partner motivating data-driven decisions.

  • Exposure to distribution, sales, or client data

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 supports projects through completion.

  • 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 analytical methods.

  • Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.

  • Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.

  • 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.

  • SQL and Tableau experience required.

  • Python & Advanced analytics (e.g. predictive modeling, forecasting, clustering) experience 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
  • SQL and Tableau experience
  • Python & Advanced analytics experience

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.

  • 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.
  • 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.
  • 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

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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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