Data Analyst, Specialist at Vanguard

Malvern, Pennsylvania, United States

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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

Tableau

SQL

Python

Data Visualization

Dashboard Development

Advanced Analytics

Forecasting

Client Segmentation

Data Storytelling

Presentation Skills

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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