Data Analyst, Specialist at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Investment ManagementIndustries

Requirements

  • Expert-level visualization skills using tools such as Tableau
  • Strong SQL experience, with the ability to write and troubleshoot complex queries
  • Experience in Python and advanced analytics
  • Demonstrated experience building executive-ready dashboards and visual solutions with a strong analytical mindset and attention to detail
  • Desire & ability to collaborate closely with business partners to consult & gather requirements
  • Strong presentation skills with the ability to deliver actionable data stories to business partners motivating data-driven decisions
  • Exposure to distribution, sales, or client data
  • Minimum of five years related work experience
  • Undergraduate degree or equivalent combination of training and experience (Graduate degree preferred)

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 supports projects through completion
  • 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 analytical methods
  • Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement
  • Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices
  • Participates in special projects and performs other duties as assigned

Skills

Key technologies and capabilities for this role

TableauSQLPythonData VisualizationDashboard DevelopmentAdvanced AnalyticsForecastingClient SegmentationData StorytellingPresentation Skills

Questions & Answers

Common questions about this position

What are the key skills required for this Data Analyst role?

The role requires expert-level visualization skills using Tableau, strong SQL experience for complex queries, experience in Python and advanced analytics, and strong presentation skills for delivering actionable data stories.

What is the minimum experience required for this position?

A minimum of five years of related work experience is required, along with an undergraduate degree or equivalent; a graduate degree is preferred.

Is visa sponsorship available for this role?

Vanguard is not offering visa sponsorship for this position.

What does the day-to-day work involve in this role?

Responsibilities include engaging with partners to understand business needs, acquiring and analyzing data, preparing visualizations and presentations, mentoring junior analysts, and participating in special projects.

What is the salary or compensation for this position?

This information is not specified in the job description.

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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