Lead/Senior Data Analyst
Forward FinancingFull Time
Senior (5 to 8 years)
Candidates must possess a minimum of eight years of related work experience and an undergraduate degree or equivalent combination of training and experience. Expert level proficiency with Tableau, along with Tableau certification, is required, as are excellent data storytelling, presentation skills, and stakeholder management. Experience with SQL and Python coding is also necessary.
The Data Analyst, Specialist will analyze data, assess trends, and develop actionable insights and recommendations to support strategic business initiatives. This role involves engaging with internal partners to understand business needs, defining requirements, and translating them into analytical project approaches. The specialist will lead complex projects, provide guidance to peers, and serve as an analytics expert on cross-functional teams. Key responsibilities include contributing to the Data Strategy Vision, Mission, and Roadmap, understanding data warehousing, and participating in BI and Data architecture discussions. The role also entails defining project schedules and scopes, driving Agile projects, acquiring and verifying data quality, transforming raw data into business insights, performing historical data analysis, and validating analytical techniques. Additionally, the analyst will prepare and deliver expert-level visualizations and presentations, develop and manage recurring analytic processes, and mentor and coach the analytics community at Vanguard.
Client-owned investment management firm offering low-cost funds
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.