Data Analyst, Senior Specialist (Advice & Wealth Management Analytics) at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

YesVisa

Finance, Wealth ManagementIndustries

Requirements

Minimum of eight years related data analysis/science work experience
Undergraduate degree in economics, finance, and analytics preferred
Coding knowledge in SQL and Python
Expert level data storytelling through visualization
Experience in designing and executing end-to-end experiments

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 enterprise-wide strategic initiatives
Acquires and compiles structured and unstructured data and verifies its quality, accuracy, and reasonableness
Leads the development of data quality standards, and the tools and methods used to measure and improve data quality
Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning
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 senior leader stakeholders to implement
Develops, owns, and manages recurring analytic or reporting processes
Demonstrates expertise in data visualization and mentors analysts on data visualization best practices
Develops the analytics community at Vanguard by mentoring, coaching, and connecting others with resources and training
Stays abreast of emerging trends and external best practices
Participates and presents during scheduled analytics seminars
Participates in special projects and performs other duties as assigned

Skills

SQL

Python

Data Analysis

Machine Learning

Data Visualization

Data Quality

Experiment Design

Data Storytelling

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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