Data & Analytics Lead - Client Experience at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Undergraduate degree in an analytic/quantitative field such as Data Science, Business Analytics, Applied Mathematics, Statistics, Economics or related quantitative field of study or equivalent combination of training and experience
7+ years of relevant work experience
Extraordinary analytical skills, coupled with the ability to form hypotheses and draw meaningful insights from disparate data sources, understand data, process it, extract value from it, visualize it and communicate insights to audiences of various backgrounds, including senior management
Demonstrated track record of building strong relationships across technical and non-technical teams
Strong command of advanced data analysis tools and software (Python, Tableau preferred), and querying languages (SQL)
Experience working within a cloud-based, big data environment (AWS preferred)
Highest standards of accuracy and precision; highly organized
Preferred Qualifications
A graduate level degree in an analytic/quantitative field such as Data Science, Business Analytics, Applied Mathematics, Statistics, Economics or related quantitative field of study
Experience with advanced statistical and machine-learning methods such as regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis, etc

Responsibilities

Work closely with business partners to develop data-driven insights and recommendations to improve the client experience
Develop and maintain dashboards and reports to track and monitor key performance indicators
Collaborate with cross-functional teams to develop and implement solutions to improve the client experience
Use statistical techniques to analyze large and complex datasets
Analyze customer data to uncover trends and patterns that impact the client experience
Collaborate with cross-functional teams to design and execute experiments that test hypotheses and measure the impact of new initiatives on customer experience and business performance
Communicate insights and recommendations to stakeholders across the organization, including senior management, to inform decision-making
Stay current with industry trends and emerging technologies related to data analytics, customer experience, and financial services

Skills

Python

SQL

Tableau

AWS

Statistical Analysis

Data Visualization

Dashboard Development

Data Analysis

Hypothesis Testing

Big Data

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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