Data Analyst, Specialist

About this role

This Hybrid Role (in office Tues‑Wed‑Thurs) is based in Charlotte, NC, Dallas, TX, Scottsdale, AZ, or Malvern, PA (HQ)

Core Responsibilities • Partner with business leaders and stakeholders to understand strategic objectives, business challenges, reporting needs, and analytical opportunities. • Translate complex business questions into structured analytical approaches and lead projects from intake through delivery. • Serve as an analytics subject matter expert on cross-functional initiatives and provide guidance to peers on analytical methods and best practices. • Acquire, validate, and analyze structured and unstructured data from multiple sources to ensure quality, accuracy, and reliability. • Perform advanced analyses to identify trends, risks, opportunities, and actionable insights that support strategic decision-making. • Develop, maintain, and enhance recurring executive reporting, dashboards, and performance metrics for Wealth Management leadership. • Create and deliver executive-level presentations, visualizations, and data stories that translate findings into clear business recommendations. • Support monthly leadership reporting processes and respond to ad hoc requests related to executive presentations, speaking engagements, and strategic initiatives. • Contribute to the design, implementation, and evolution of self-service analytics solutions that improve scalability and accessibility of insights across the business. • Validate analytical methodologies and outputs while ensuring consistency, transparency, and adherence to data governance standards. • Mentor and coach fellow analysts, actively contributing to Vanguard’s analytics community through knowledge sharing, training, and participation in analytics forums and seminars. • Participate in special projects and perform other duties as assigned.

Education & Experience : • Minimum of five years of related experience in data analytics, business intelligence, reporting, data science, consulting, or a related analytical field. • Bachelor’s degree or equivalent combination of training and experience required. • Graduate degree preferred. • Demonstrated experience leading complex analytical projects and delivering actionable recommendations to business stakeholders. • Experience developing executive-facing reporting, dashboards, scorecards, and presentations. • Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate insights effectively. • Proficiency with analytics, visualization, and reporting tools such as SQL, Tableau, Power BI, Alteryx, Python, R, Excel, or similar technologies. • Ability to manage multiple priorities and deliver high-quality work in a fast-paced, evolving environment. • Strong written and verbal communication skills with experience presenting findings to senior leaders. • Experience supporting executive leadership teams, wealth management organizations, financial services businesses, or large-scale reporting environments is preferred. • Exposure to self-service analytics, automation, and emerging AI-enabled analytics capabilities is preferred. • Supports highly visible executive reporting and analytics for Wealth Management leadership and the Office of the Chief of Staff. • Requires sound judgment, discretion, and professionalism when handling sensitive business information. • May require flexibility to support time-sensitive executive deliverables, leadership presentations, and recurring monthly reporting cycles. • Hybrid work arrangement with required in-office presence Tuesday through Thursday

Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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