Sr Data/Reporting Analyst (Executive Tableau Reporting) at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Excellent data storytelling and presentation (through PPT, etc.)
SQL and Python coding
Expert level proficiency with Tableau
Tableau certified Data Analyst
Excellent stakeholder management
Minimum of five years of related work experience
Undergraduate degree or equivalent combination of training and experience (Graduate degree preferred)
Nice to have: Risk domain knowledge
Nice to have: AWS cloud experience

Responsibilities

Engages with internal partners to understand business strategy, questions, and goals; brings structure to business requests, gathers & defines requirements, translates into analytical project approach, and leads complex projects through completion
Delegates tasks and provides tactical and strategic guidance to peers; serves as analytics expert on cross-functional teams for large strategic initiatives
Defines, engages, and involves in developing Data Strategy Vision, Mission, and Roadmap for the Data Analytics team
Has holistic understanding of data warehousing and involves in BI and Data architecture discussion and consultation
Defines project's schedule and scope with timely and regular value deliveries, organizes & leads projects, and project status meetings
Drives and delivers Agile projects that offer outstanding business value to users
Acquires and compiles structured and unstructured data and verifies its quality, accuracy, and reasonableness
Turns raw data into information and insight for business decisions
Performs analysis 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
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

Tableau

Data Analysis

Reporting

Data Warehousing

Analytics

SQL

Business Intelligence

Data Strategy

Trend Analysis

Project Management

Crisis Management

Risk Management

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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