Sr. Data Analyst (B&I Analytics) at Vanguard

Charlotte, North Carolina, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Brokerage, InvestmentsIndustries

Requirements

Deep understanding of or interest to learn about the Brokerage & Investments business and PI product offerings
Strong technical skill set (SQL, Python and Tableau preferred)
Experience with PI enterprise Data
Desire & ability to collaborate closely with business partners to consult & gather requirements
Experience in building resilient reporting products (e.g. dashboards)
Good understanding of applying advanced analytical techniques in a workplace setting (e.g. predictive modeling, forecasting, clustering)
Minimum of five years related work experience
Undergraduate degree or equivalent combination of training and experience (Graduate degree preferred)
Python, SQL and Tableau experience required
Data science experience 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 leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives
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 advanced analytical methods. Validates analytical techniques employed by other analysts
Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement
Develops, owns and manages recurring analytic or reporting processes
Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars
Participates in special projects and performs other duties as assigned

Skills

SQL

Python

Tableau

Predictive Modeling

Forecasting

Clustering

Data Visualization

Dashboard Development

Data Analysis

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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