Data Analyst Specialist - Assets and Cash Flow at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Investment ManagementIndustries

Requirements

Five years related work experience
Undergraduate degree or equivalent combination of training and experience
Strong technical skills in data analysis tools (ex., SQL, Excel, Power BI, Tableau)
Strong analytical and problem-solving skills
Ability to work in agile environments and manage multiple priorities
Proven ability to solve business problems through technology
Exceptional stakeholder management (influence, persuasion, communication, change management)

Responsibilities

Analyzes business and user needs and documents requirements. Develops moderately complex information systems and advises on the business implications of the application of technology to the current business environment
Translates client’s requirements to functional documentation. Formulates and defines the systems scope and objectives, based on user needs and business processes
Directs business process improvement projects for internal business groups, aiming to improve business results. Leads the design and testing of new or enhanced applications
Leads the implementation of systems and software. Identifies and documents all system constraints, implications, and consequences of various proposed system changes. Provides recommendations for addressing and resolving business issues
Performs user support processes and activities for the implementation of new or existing applications. Leads the collection, documentation, and maintenance of functional requirements and modeling
Guides and advises less experienced crew
Participates in special projects and performs other duties as assigned

Skills

Key technologies and capabilities for this role

SQLExcelPower BITableaudata analysisrequirements documentationbusiness process improvementagilestakeholder managementproblem-solving

Questions & Answers

Common questions about this position

What technical skills are required for this Data Analyst Specialist role?

Strong technical skills in data analysis tools such as SQL, Excel, Power BI, and Tableau are required, along with strong analytical and problem-solving skills.

What is the work arrangement or location policy at Vanguard?

Vanguard has implemented a hybrid working model for the majority of crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

What experience is needed for this position?

Five years of related work experience and an undergraduate degree or equivalent combination of training and experience are required.

What is Vanguard's company culture like?

Vanguard has a mission-driven and highly collaborative culture that supports long-term client outcomes and enriches the employee experience, with a focus on learning and development as individuals and as a team.

What makes a strong candidate for this role?

A strong candidate will have the ability to work in agile environments, manage multiple priorities, solve business problems through technology, and demonstrate exceptional stakeholder management including influence, persuasion, communication, and change 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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