Data Analyst, Specialist at Vanguard

Charlotte, North Carolina, United States

Vanguard Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • 2-3 years work experience in the data analytics field
  • Technology skills: SQL, Python, Tableau, & Data Modeling
  • Ability to analyze large and complex data sets through robust SQL skills
  • Experience with large data warehouses and a strong understanding of data modeling principles
  • Ability to cleanse data and create automated scripts using Python
  • Stakeholder Management, Strategic Thinker and Planner, Manage Ambiguity
  • Undergraduate degree or equivalent combination of training and experience (preferred)

Responsibilities

  • 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
  • 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
  • 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
  • Interact with stakeholders to understand strategy, questions, and goals
  • Proactively identify opportunities within the business to contribute to its growth and success
  • Mentor and coach junior analysts to elevate technical and storytelling capabilities
  • 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
  • Partner with teams in Digital, CXD, Engineering, and Finance to deliver integrated insights
  • Participate in cross-divisional data projects and resolve operational challenges

Skills

SQL
Python
Tableau
Data Modeling
Data Warehousing
Data Cleansing
Data Visualization
Stakeholder Management

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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