Data Analyst, Specialist

Posted 2 Days Ago
2 Locations
In-Office
Senior level
Fintech
The Role
This role involves data preparation, analysis, visualization, project management, and collaboration with marketing teams to drive data-informed strategies and insights for business growth.
Summary Generated by Built In

The Advice and Wealth Management (AWM) Analytics team is seeking an analyst to play an important role supporting the Personal Wealth Marketing team and enabling growth through data-driven strategy. Our work includes data preparation and transformation, discovery analysis, experimental design, campaign measurement, dashboard development, and strategic recommendations sourced from the data. The role involves collaboration with marketing and analytics partners and working closely with cross-functional teams and initiatives. We are looking for someone who excels at connecting business questions and marketing decisions to clear, actionable analysis with value-creating impact.

Data Management and Analysis

  • Acquire and compile structured and unstructured data, verifying its quality, accuracy, and reasonableness.

  • Perform analyses of historical data to surface trends and insights using advanced analytical methods.

  • Validate analytical techniques employed by other analysts.

  • Develop expertise in key subject areas (e.g., audience targeting, client journey, marketing channel usage, and marketing content).

Reporting and Visualization

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

  • Develop, own, and manage recurring analytic or reporting processes.

Project Management and Strategy

  • Engage with internal partners to understand business strategy, questions, and goals.

  • Bring structure to business requests, translate requirements into an analytical project approach, and lead projects through completion.

  • Delegate tasks and provide tactical and strategic guidance to peers.

  • Proactively identify opportunities within the business to contribute to its growth and success.

  • Participate in special projects and perform other duties as assigned.

Mentorship and Knowledge Sharing

  • Foster a culture of continuous learning and innovation in analytics tools and methods.

  • Proactively expand knowledge of business and analytics, share best practices, and document them.

  • Serve as a subject matter expert for the team and the analytic organization.

Cross-Functional Collaboration

  • Partner with teams in Marketing, CXD, Engineering, and Finance to deliver integrated insights.

  • Participate in cross-divisional data projects and resolve operational challenges.

Qualifications

  • Experience: Over five years in analytics, data science, or business intelligence.

  • Education: Bachelor's degree in a relevant field

  • Technical Skills: Proficiency in SQL, Tableau, Python, PySpark and cloud platforms like AWS and Snowflake.

  • Communication Skills: Strong skills in communication, presentation development, and stakeholder engagement.

  • Data Visualization: Experience with tools like Tableau and Power BI.

  • Marketing Knowledge: Strong understanding of marketing principles and strategies (e.g., A/B, multivariate, multi-armed bandit).

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

  • Over five years in analytics, data science, or business intelligence
  • Bachelor's degree in a relevant field
  • Proficiency in SQL, Tableau, Python, PySpark and cloud platforms like AWS and Snowflake
  • Strong communication skills, presentation development, and stakeholder engagement
  • Experience with data visualization tools like Tableau and Power BI
  • Strong understanding of marketing principles and strategies

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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