Lead Data Analyst – Workplace Solutions at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
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 (graduate degree preferred)
  • 5 years of relevant work experience
  • Extraordinary analytical skills, with ability to form hypotheses, draw meaningful insights from disparate data sources, understand data, process it, extract value, visualize it, and communicate insights to audiences 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, SQL, Tableau)
  • Experience working within a cloud-based (AWS), big data environment
  • Experience with machine-learning methods: regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis (preferred)
  • Highest standards of accuracy and precision; highly organized

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

Key technologies and capabilities for this role

PythonSQLTableauAWSregression modelspropensity modelssegmentationoptimizationexperimental test designtime series analysiscohort analysisBayesian analysisstatisticsdata visualizationmachine learning

Questions & Answers

Common questions about this position

What is the salary or compensation for this Lead Data Analyst role?

This information is not specified in the job description.

Is this position remote or hybrid, and what is the location policy?

Vanguard has implemented a hybrid working model for the majority of crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

What skills and tools are required for this Lead Data Analyst position?

The role requires extraordinary analytical skills, strong command of Python, SQL, and Tableau, experience in a cloud-based AWS big data environment, and preferably machine-learning methods like regression models, propensity models, segmentation, and others.

What is the company culture like at Vanguard?

Vanguard has a mission-driven and highly collaborative culture that supports long-term client outcomes and enriches the employee experience, with emphasis on in-person learning, collaboration, and connection through a hybrid model.

What qualifications make a strong candidate for this role?

Candidates need an undergraduate degree in an analytic field like Data Science, Statistics, or Economics (graduate degree preferred), 5 years of relevant experience, extraordinary analytical skills, ability to build relationships across teams, and proficiency in Python, SQL, Tableau, and AWS.

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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