Data Analyst, Specialist

Posted 24 Days Ago
Malvern, PA, USA
In-Office
5-5 Annually
Senior level
Fintech
The Role
The Data Analyst Specialist will lead analytics for Vanguard's digital onboarding journey, improving client acquisition and operational efficiency through data insights, A/B testing, and stakeholder collaboration.
Summary Generated by Built In

This role will lead analytics for Vanguard’s Open an Account (OA) digital onboarding journey - a highly visible digital experience focused on improving client acquisition, onboarding conversion, customer experience, and operational efficiency. 

The individual will partner closely with Product, UX, Technology, and Operations teams to drive strategic decision-making through experimentation, funnel analytics, customer behavior insights, and measurement frameworks. 

This role requires strong analytical rigor, product thinking, stakeholder influence, and the ability to operate in ambiguous, fast-moving environments.

Core Responsibilities 

  • Works with internal partners to understand business needs, structures requests into analytical projects, and leads complex analytical initiatives to completion. 

  • Analyze digital customer journeys and onboarding funnels to identify friction points, drop-offs, conversion opportunities, and experience improvements. 

  • Designs, measures, and interprets A/B tests and other experimentation methodologies to evaluate product enhancements and business impact. 

  • Partners with Product Managers, UX, and Technology teams to define success metrics, influences roadmap prioritization, and supports data-driven decision making. 

  • Translates complex analytical findings into clear business recommendations and executive-level storytelling. 

  • Works with digital, behavioral, and clickstream data to understand customer interactions across onboarding journeys and digital experiences. 

  • Mentors junior analysts and provides guidance to onshore/offshore analytical resources supporting the onboarding journeys. 

  • 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. 

  • Champions the use of data storytelling to influence strategic decisions and drive business outcomes. 

 
 

Qualifications 

  • Minimum of five years’ work experience in BI, analytics, data science, data strategy or related domains 

  • Bachelor’s degree in business, Data Science, Computer Science, Finance, or related field. Graduate degree preferred. 

  • Strong SQL and Python skills with experience analyzing large-scale structured and behavioral datasets. 

  • Hands-on experience with A/B testing, experimentation frameworks, and statistical analysis. 

  • Experience in product analytics, digital analytics, customer journey analytics, or experimentation-driven environments preferred. 

  • Experience with digital analytics platforms such as Adobe Analytics, GA4, or similar tools preferred. 

  • Strong communication and stakeholder management skills with the ability to influence cross-functional partners. 

  • Experience building dashboards and visualizations using Tableau or similar BI tools preferred. 

  • Financial services, fintech, e-commerce, or consumer digital product 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 five years' work experience in BI, analytics, data science, or related domains
  • Bachelor's degree in business, Data Science, Computer Science, or related field
  • Strong SQL and Python skills
  • Experience with A/B testing and experimentation frameworks
  • Experience with digital analytics platforms such as Adobe Analytics or GA4
  • Communication and stakeholder management skills
  • Experience building dashboards and visualizations using Tableau

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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