Data Discovery Analyst (Financial Service Domains) at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • Proficiency in technical tools: Athena, Dremio, Collibra, Excel, Tableau/Power BI
  • Proficiency in collaboration tools: JIRA, Confluence, Mural/Figma
  • Strong analytical and problem-solving skills
  • Excellent communication and stakeholder management abilities
  • Preferred: 2-3 years work experience in data analytics, financial services industry
  • Preferred: Familiarity with agile practices and backlog management tools
  • Preferred: Ability to work in a fast-paced, collaborative environment
  • Preferred: Undergraduate degree or equivalent combination of training and experience

Responsibilities

  • Analyze and assess data sources for analytical readiness and business alignment
  • Acquire and compile structured and unstructured data, verifying its quality, accuracy, and reasonableness
  • Perform analyses of historical data to surface trends and insights using advanced analytical methods
  • Validate analytical techniques employed by other analysts
  • Partner with cross-functional teams to translate business questions into actionable data solutions
  • Engage with internal partners to understand business strategy, questions, and goals
  • Participate in cross-divisional data projects and resolve operational challenges
  • Build visualizations and proof-of-concepts to demonstrate data value and insights
  • Prepare and deliver visualizations and internal presentations that translate analytic insights into tangible, actionable solutions
  • Develop, own, and manage recurring analytic or reporting processes
  • Identify and resolve data inconsistencies, gaps, and ensure compliance with governance standards
  • Empower non-technical users to leverage data products effectively through documentation and training
  • Foster a culture of continuous learning and innovation in analytics tools and methods
  • Proactively expand knowledge of business and analytics, share best practices, and document them
  • Serve as a subject matter expert for the team and the analytic organization
  • Partner and support the Data Product Manager and Scrum Team for alignment on priorities, backlog refinement, and delivery of data capabilities

Skills

Data Exploration
Data Validation
Data Analysis
SQL
Python
Visualizations
Tableau
Power BI
Data Storytelling
Data Quality
Data Governance
Agile
Scrum
Prototyping

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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