Data Discovery Analyst (Financial Service Domains)
Data analyst job at Vanguard Services
The Discovery Analyst plays a critical role in enabling data-driven decision-making by uncovering insights, validating data sources, and ensuring the usability of data products for analytics consumption. This position bridges technical and business teams to deliver high-quality, meaningful, and accessible data solutions. The role requires close partnership and support of the Data Product Manager and Scrum Team to ensure alignment on priorities, backlog refinement, and delivery of data capabilities.
The Discovery Analyst plays a critical role in enabling data-driven decision-making by uncovering insights, validating data sources, and ensuring the usability of data products for analytics consumption. This position bridges technical and business teams to deliver high-quality, meaningful, and accessible data solutions. The role requires close partnership and support of the Data Product Manager and Scrum Team to ensure alignment on priorities, backlog refinement, and delivery of data capabilities.
Core Responsibilities
Data Exploration & Validation:
* 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.
Cross Functional Collaboration:
* 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.
Prototyping & Data Storytelling:
* 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 for business partners to implement.
* Develop, own, and manage recurring analytic or reporting processes.
Data Quality & Governance:
* Identify and resolve data inconsistencies, gaps, and ensure compliance with governance standards.
User Enablement:
* 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.
Required Skills & Tools:
* Technical Tools: Athena, Dremio, Collibra, Excel, Tableau/Power BI
* Collaboration Tools: JIRA, Confluence, Mural/Figma
* Data Governance & Visualization: Collibra for governance, Tableau for prototyping and storytelling
* Strong analytical and problem-solving skills
* Excellent communication and stakeholder management abilities
Preferred Qualifications:
* 2-3 years work experience in the data analytics field , financial services industry
* Familiarity with agile practices and backlog management tools
* Ability to work in a fast-paced, collaborative environment
Preferences:
* Undergraduate degree or equivalent combination of training and experience.
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.
Auto-ApplyInvestment Data Analyst
Data analyst job at Vanguard Services
At the heart of Vanguard's investment management functions, the IMG Service Data team for the Fixed Income Group plays a critical role in delivering high-quality, real-time data and operational support to the global trade floor. Each day, the team steward's investment related data from external providers, validates and enriches it, and ensures its seamless integration into internal investment systems. Our crew partners closely with investment professionals and other key business partners within the investment ecosystem to provide data insights, analytics support, and proactive issue resolution that drive investment decisions. Whether enabling the launch of new products, enhancing data quality controls, or supporting strategic initiatives the team is committed to operational excellence and continuous improvement. With a strong focus on talent development, cross-functional collaboration, and a global support model, the IMG Service Data team offers a dynamic environment where data expertise meets purpose-driven impact.
Responsibilities:
* Provides investment data support to IMG, and other enterprise data clients and stakeholders to enhance investment decisions and fund oversight. Serves as the point of contact for IMG and other enterprise data consumers for investment data related inquires and partners with internal teams to ensure integrity of investment and fund data. Completes daily and ad hoc tasks while working under tight deadlines, managing competing priorities, and analyzing multiple inputs to meet operational objectives.
* Executes operational activities to ensure accurate and timely data delivery. Analyzes and resolves complex data issues supporting Data Management as a process expert per assigned data domain.
* Proactively identifies and leads process enhancement initiatives to gain efficiencies and improve quality. Recognizes and resolves roadblocks to maximize team impact. Reviews and performs root cause analysis of data errors and provides short-term and long-term solutions for issues, elevating issues when appropriate.
* Provides direct client support to enhance business decisions, anticipating client's needs and exceeding expectations related to the services being provided. Leverages and strengthens EIS and IMG-wide network to accelerate issue resolution and to improve quality. Partners with external data vendors and industry contacts to enable best in class data management practices.
* Develops a strong and consistent knowledge of funds and securities assigned and obtains an end-to-end knowledge of the operational processes being supported. Understands details driving the operational processes and the portfolio impacts. Maintains a broad and consistent knowledge of investment management landscape.
* Participates in new product implementations and other improvement projects by capturing, documenting, and validating business requirements, ensuring systems are properly set up for go-live. Communicates appropriately with all necessary clients and stakeholders.
* Recommends changes that will enhance workflows and procedures. Integrates new or existing technologies into workflows and communicates updates to all team members, analyzing impact, preparing environment for change, and updating or creating procedures.
* Participates in special projects and performs other duties as assigned.
Qualifications:
* Minimum of five years related work experience, with at least two years of financial services or operations experience.
* Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
* Graduate degree preferred.
* CFA or other financial designation preferred.
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.
Auto-ApplyData Analyst, Specialist
Data analyst job at Vanguard Services
Analyzes data, assesses trends and develops actionable insights and recommendations in support of large strategic business initiatives. Actively develops the analytics community at Vanguard by coaching others internally and participating in external events.
We are seeking a data visualization expert with a passion for transforming complex data into clear, actionable insights for senior leadership. This role will support the Distribution organization within Personal Investor, which focuses on how we engage with, serve, and grow relationships with our clients.
The ideal candidate is highly skilled in Tableau and SQL, has a strong sense of visual design and user experience, and enjoys partnering closely with business leaders to help them make data-driven decisions. The analyst will be responsible for a range of analytical tasks including ownership of enhancing our dashboard suite all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)
The ideal candidate has:
* Expert-level visualization skills using tools such as Tableau
* Strong SQL experience, with the ability to write and troubleshoot complex queries
* Experience in Python and advanced analytics
* Demonstrated experience building executive-ready dashboards and visual solutions with a strong analytical mindset and attention to detail
* Desire & ability to collaborate closely with our business partners to consult & gather requirements
* Strong presentation skills with the ability to deliver actionable data stories to business partner motivating data-driven decisions.
* Exposure to distribution, sales, or client data
Core 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 supports projects through completion.
* 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 analytical methods.
* Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
* Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Minimum of five years related work experience.
* Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
* SQL and Tableau experience required.
* Python & Advanced analytics (e.g. predictive modeling, forecasting, clustering) experience preferred.
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.
Auto-ApplyBI Data Analyst, Specialist
Data analyst job at Vanguard Services
Data analyst- Join the fast-paced world of IT operations as an analyst developing insights and AI for how the entire enterprise experiences technology! Understand how our clients and business partners are impacted by IT outages and degradations. Learn how IT assets, applications, and their inter-workings fuel the business! Help defend our product owners from risk with technical debt data and controls reporting. If you enjoy working with data and are looking to be engaged with a collaborative team of analysts, this is for you!
Core Responsibilities:
1. Engages with internal partners to understand business strategy, questions, and goals. Brings structure to business requests, translates requirements into an analytical project approach, and supports projects through completion.
2. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
3. Performs analyses of historical data to surface trends and insights using analytical methods.
4. Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
5. May own and manage recurring analytic or reporting processes.
6. Participates in special projects and performs other duties as assigned.
Qualifications
* 3 years related work experience.
* Experience utilizing Python
* Experience utilizing SQL
* Experience with Data Modeling and Visualization
* Undergraduate degree or equivalent combination of training and experience.
Preferences:
* Experience working with AWS (Sagemaker, S3, etc...)
* Interested in learning machine learning and AI
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.
Auto-ApplyEnterprise Data Governance Specialist
Data analyst job at Vanguard Services
If you are looking for an opportunity to be part of building a global program that will enable AI ready data while ensuring regulatory compliance, then continue reading. Vanguard's Chief Data & Analytics Office transforms how we use data so clients and investors can thrive. Our mission is to accelerate Vanguard's flywheel by using data to inform and elevate every decision. As part of the CDAO's Data Defense organization we enable responsible use of data. Provide data governance expertise to advance the data governance framework and drive global, firmwide adoption of data governance policy, standards and processes. Designs and develops innovative solutions and strategies for effective data governance.
Responsibilities:
* Ability to balance 'AI Ready Data' and Regulatory Compliance priorities while managing complex, enterprise wide, global data governance projects and initiatives.
* Effectively partner with Technical Product Owners, peers, and key stakeholders to define roadmaps for technical capabilities that enable data domains to comply with Enterprise Data Governance requirements (e.g. metadata, lineage, data quality).
* Supports the integration of data governance capabilities across the firm.
* Develops effective partnerships with stakeholders to ensure ongoing communication, process, and technology integration. Serves as a key liaison amongst Enterprise Trusted Data Office, Enterprise AI & Data Platforms, Global Information Technology and other key internal stakeholders (e.g. Privacy, Security, Risk Management) areas throughout the enterprise.
* Participate in design, development and deployment of a data quality framework and controls required to measure, report and monitor the quality of data consistently to ensure it is fit for purpose.
* Provides expertise on data governance and supports the execution of data governance strategy across the enterprise.
* Analyzes, identifies, and recommends controls within area of data governance expertise and/or data domain alignment.
* Identifies opportunities for modernization with an 'AI Ready Data' mindset. Design and develop scalable evergreen solutions to advance data governance across the firm.
* Develops metrics to measure effectiveness of data governance framework and capabilities meant to enable compliance with policy & standard requirements.
* Actively participate in the design, development and deployment of data domain operating structure, capabilities and activities resulting in compliance with Enterprise Data Governance policy and standard(s). Accountable for driving adoption of the Enterprise Data Governance framework and compliance with policy & standard requirements.
* Actively participate in working sessions to map data domains/subdomains with subject matter expertise provided by data owners, business data stewards, technical data stewards and architects.
* Develops effective partnerships with stakeholders to ensure ongoing communication, process, and
* Support leaders within business areas and data domain stewardship roles in defining, planning, coordinating, and implementing data domain level data governance roadmap and program deliverables.
* Partner with data domains to monitor metrics measuring overall progress and effectiveness of data governance at the domain level.
* Updates and maintains data governance training, playbooks and templates to ensure data domains have appropriate guidance from Enterprise Data Governance to comply with policy and standard requirements
* Participates in special projects and performs other duties as assigned.
Qualifications:
* Minimum of five years related work experience.
* Collibra or other data governance tool experience (e.g. Informatica, Ab Initio, Alation, Boomi).
* Proven success designing, developing and driving adoption of an enterprise data governance framework; has been involved in at least 1 end to end data governance framework implementation.
* Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
* Proven ability to design, develop and deploy enterprise data quality framework and controls required to measure, report and monitor quality of data consistently to ensure it is fit for purpose.
* Metadata and master data management subject matter expertise.
* Experience leading initiatives to achieve AI Ready Data.
* Collibra or other data governance tool experience (e.g. Informatica, Ab Initio, Alation, Boomi).
* Experience enabling compliance with GDPR, CCPA, CPRA.
* Experience identifying, managing and monitoring data risk.
* Experience managing risk associated with data use and sharing.
* Exposure to cybersecurity and technology control design, development, and assessment with a focus on data protection.
* Proven ability to effectively communicate with senior leaders and executives.
Preferences:
* DAMA International Certified Data Management Professional (CDMP certification).
* IAPP AI Governance Professional (AIGP certification).
* NIST AI RMF
* ISO27001:2022
* BCBS 239
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.
Auto-ApplyBusiness Technology Analyst, Specialist
Data analyst job at Vanguard Services
We're looking for a Business Technology Analyst to join our team and help bridge the gap between business needs and technology solutions. This Crew member will lead system setup, technical design, quarterly releases and test planning to support evolving business priorities-ensuring everything aligns with our broader tech strategy. The role will primarily support users in Oracle ERP, so experience with that platform is a must.
Responsibilities
* Analyzes business and user needs and documents requirements. Develops moderately complex information systems, and advises on the business implications of the application of technology to the current business environment.
* Translates clients requirements to functional documentation. Formulates and defines the systems scope and objectives, based on user needs and business processes.
* Directs business process improvement projects for internal business groups, aiming to improve business results. Leads the design and testing of new or enhanced applications.
* Leads the implementation of systems and software. Identifies and documents all system constraints, implications, and consequences of various proposed system changes. Provides recommendations for addressing and resolving business issues.
* Performs user support processes and activities for the implementation of new or existing applications. Leads the collection, documentation, and maintenance of functional requirements and modeling.
* Guides and advises less experienced crew.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Five years related work experience.
* Undergraduate degree or equivalent combination of training and experience.
* Oracle ERP experience is required.
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.
Auto-ApplyLead Data Analyst - Workplace Solutions
Data analyst job at Vanguard Services
Job Description Summary Client Experience Analytics (CxA) is seeking a talented Senior Data Analyst to join our team! As part of Vanguard's Workplace Solutions organization, you'll collaborate closely with business partners to transform data into actionable insights that elevate the client experience. This role demands strong technical expertise in data analysis, paired with sharp business acumen, to influence strategic decisions and deliver measurable impact. You'll primarily support the marketing team within Workplace Solutions, leveraging analytics to optimize campaigns, enhance engagement, and drive client-centric outcomes. If you're passionate about turning data into stories that shape marketing strategies and improve client experiences, we'd love to hear from you.
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.
Qualifications:
* Undergraduate degree in an analytic/quantitative field such as: Data Science, Business Analytics, Applied Mathematics, Statistics, Economics, or related quantitative field of study or equivalent combination of training and experience. (graduate degree preferred)
* 5 years of relevant work experience
* Extraordinary analytical skills, coupled with the ability to form hypotheses and draw meaningful insights from disparate data sources. The ability to understand data, process it, extract value from it, visualize it and communicate insights to audiences of various backgrounds, including senior management.
* Demonstrated track record of building strong relationships across technical and non-technical crew.
* Strong command of advanced data analysis tools and software (Python, SQL, Tableau)
* Experience working within a cloud-based (AWS), big data environment
* 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
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.
Auto-ApplyLead Data Analyst - Digital Analytics
Data analyst job at Vanguard Services
Vanguard is hiring a Lead Data Analyst in our Digital Analytics group. This team focuses on driving results through advanced analytics supporting Web Channel, Automation and Digitization, Wealth Management and Financial Planning, Conversational Channels (Chatbot, Voicebox, etc.), Call Center Technology (call routing and agent support technology), and our Profile and Account Settings Team all in support of our Personal Investor area.
In this role you will leverage analytics to surface insights of client behavior, satisfaction, and digital containment to influence product decisions and roadmap for the benefit of our clients.
What it takes:
* Minimum of seven years related data analysis/science work experience
* Undergraduate degree (advanced degree preferred)
* Coding knowledge in SQL and Python
* Experience with data storytelling through visualization
* Experience in designing and executing end to end experiments
In this role you will:
* Lead engagement with internal partners to understand business strategy, questions, and goals. Bring structure to business requests, translate requirements into an analytical project approach, and complete analyses.
* Acquire and compile structured and unstructured data and verify its quality, accuracy, and reasonableness.
* Perform amd lead analyses of historical data to surface trends and insights using advanced analytical methods.
* Prepare and deliver expert visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
* Develop, own, and manage recurring analytic or reporting processes.
* Mentor, coach, train, and develop senior data analysts. Proactively expand knowledge of business and analytics and shares with team members.
* Share and document best practices.
* Participate in special projects and perform other duties as assigned.
* This role is NOT open to sponsorship or candidates that will may require sponsorship in the future
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.
Auto-ApplyLead Data Analyst, Specialist
Data analyst job at Vanguard Services
Analyzes data, assesses trends and develops actionable insights and recommendations in support of large strategic business initiatives. Actively develops the analytics community at Vanguard by coaching others internally and participating in external events.
This team member will support the ops360 and anaplan connections for personal investor operational readiness and help inform connectivity across those products and the OR team, as well as cross PI initiatives and analysis for senior leaders
Core Responsibilities
1. 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.
2. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
3. Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.
4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
5. Develops, owns and manages recurring analytic or reporting processes.
6. Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.
7. Participates in special projects and performs other duties as assigned.
Qualifications
* Minimum of five years related work experience.
* Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
* Advanced SQL: complex window. functions, query optimization, stored procedures for automation.
* Advanced Data Visualization experience (Tableau).
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.
Auto-ApplyLead Data Analyst
Data analyst job at Vanguard Services
Analyzes data, assesses trends and develops actionable insights and recommendations in support of large strategic business initiatives. Actively develops the analytics community at Vanguard by coaching others internally and participating in external events.
Core 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.
* Works in close partnership with data engineering to define, test, and approve new table ingestions and product builds.
Qualifications
* Minimum of five years related work experience.
* Undergraduate degree or equivalent combination of training and experience.
* Graduate degree preferred.Analyzes data, assesses trends and develops actionable insights and recommendations in support of large strategic business initiatives.
* Proficient with SQL and Tableau.
* Python experience preferred.
* Actively develops the analytics community at Vanguard by coaching others internally and participating in external events.
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.
Auto-ApplyLead Data Analyst
Data analyst job at Vanguard Services
Analyzes data, assesses trends and develops actionable insights and recommendations in support of business objectives. Trains and develops junior analysts. Vanguard's Brokerage & Investments (B&I) Cash Analytics team is growing! We have an opening for an experienced data analyst to support PI's top KR and one of the Enterprise Operating Priorities for 2025 - Cash. The B&I Analytics team supports Personal Investor's Brokerage & Investments business. This analyst will partner closely with the Cash business to uncover insights and will help to shape the strategy that drives better cash product adoption. The analyst will be responsible for a range of analytical tasks including ownership of KPI reporting all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)
Core 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 projects through completion. Delegates tasks and provides tactical and strategic guidance to peers.
* 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 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.
* Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Minimum of five years related work experience.
* Undergraduate degree or equivalent combination of training and experience.
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.
Auto-ApplyLead Data Analyst - Digital Analytics
Data analyst job at Vanguard Services
Vanguard is hiring a Lead Data Analyst in our Digital Analytics group. This team focuses on driving results through advanced analytics supporting Web Channel, Automation and Digitization, Wealth Management and Financial Planning, Conversational Channels (Chatbot, Voicebox, etc.), Call Center Technology (call routing and agent support technology), and our Profile and Account Settings Team all in support of our Personal Investor area.
In this role you will leverage analytics to surface insights of client behavior, satisfaction, and digital containment to influence product decisions and roadmap for the benefit of our clients.
What it takes:
* Minimum of seven years related data analysis/science work experience
* Undergraduate degree (advanced degree preferred)
* Coding knowledge in SQL and Python
* Experience with data storytelling through visualization
* Experience in designing and executing end to end experiments
In this role you will:
* Lead engagement with internal partners to understand business strategy, questions, and goals. Bring structure to business requests, translate requirements into an analytical project approach, and complete analyses.
* Acquire and compile structured and unstructured data and verify its quality, accuracy, and reasonableness.
* Perform amd lead analyses of historical data to surface trends and insights using advanced analytical methods.
* Prepare and deliver expert visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
* Develop, own, and manage recurring analytic or reporting processes.
* Mentor, coach, train, and develop senior data analysts. Proactively expand knowledge of business and analytics and shares with team members.
* Share and document best practices.
* Participate in special projects and perform other duties as assigned.
* This role is NOT open to sponsorship or candidates that will may require sponsorship in the future
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.
Auto-ApplyInvestment Product Analyst, Active Equity
Data analyst job at Vanguard Services
The Portfolio Review Department (PRD) ensures Vanguard's investment offer stays healthy, relevant, and focused on helping clients reach their investment goals. As an Investment Product Analyst on the Active Equity Product team, you'll partner closely with Vanguard's Manager Research team, distribution, and marketing to assess product health, inform strategy, and help bring new solutions to market.
Vanguard is among the industry's largest active equity providers, with 50+ years of active equity experience, a roster of 20+ external sub advisors, and in house expertise through our Quantitative Equity Group (QEG). The team is engaged on notable initiatives-including recent Wellington managed fundamental active equity ETF launches-giving you visibility into high impact product decisions.
Responsibilities:
* Completes analyses of strategic, competitive, client and market issues relating to Vanguard's Active Equity Investment product line-up. Prepares and presents strategic analysis, findings, and recommendations to leadership and peers. Contributes to product development and implementation with input on new products and product enhancements to enhance client experience and business results.
* Builds and produces key reports on a regular basis on Vanguard Active Equity Investment products and industry trends.
* Utilizes department resources to respond to Active Equity fund, advisor, and market questions. Manages the support process, recommending process guidelines to management and the business.
* Supports the creation of dynamic content used to position Vanguard's Active Equity Investment products. Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard's fund line-up. Assists with the creation of thought leadership commentary.
* Develops and maintains Active Equity Investment product-based competitor research, analysis, and monitoring that supports better business understanding of competitors' product offerings, drives positioning of Vanguards' product, and supports sales teams.
* Develops and maintains relationships across the organization including investment teams, sales teams, marketing, and legal.
* Continues personal development of investment/fund analysis skills and presentation skills. Contributes to presentations on investment topic to internal crew and external clients.
* Participates in special projects and performs other duties as assigned.
Qualifications:
* Undergraduate degree or equivalent combination of training and experience.
* Foundation of investment acumen and data analysis skillset preferred.
* Curiosity about active management and ETFs; comfort operating across product, research, and distribution preferred.
* Proficiency with Excel and PowerPoint; exposure to Power BI tools preferred.
* Ability to work both independently and collaboratively in a fast-paced environment.
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.
Auto-ApplySenior Data Analyst (Marketing)
Data analyst job at Vanguard Services
The Advice and Wealth Management (AWM) Analytics team is seeking an analyst to play an important role supporting the Personal Investor Marketing team and enabling growth through data-driven strategy. Our work includes data preparation and transformation, discovery analysis, campaign measurement, dashboard development, and strategic recommendations sourced from the data. The role involves collaboration with marketing and analytics partners and working closely with cross-functional teams and initiatives. We are looking for someone who excels at connecting business questions and marketing decisions to clear, actionable analysis with value-creating impact.
Data Management and Analysis
* 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.
* Develop expertise in key subject areas (e.g., audience targeting, client journey, marketing channel usage, and marketing content).
Reporting and Visualization
* Prepare and deliver visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
* Develop, own, and manage recurring analytic or reporting processes.
Project Management and Strategy
* Engage with internal partners to understand business strategy, questions, and goals.
* Bring structure to business requests, translate requirements into an analytical project approach, and lead projects through completion.
* Delegate tasks and provide tactical and strategic guidance to peers.
* Proactively identify opportunities within the business to contribute to its growth and success.
* Participate in special projects and perform other duties as assigned.
Mentorship and Knowledge Sharing
* 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.
Cross-Functional Collaboration
* Partner with teams in Marketing, CXD, Engineering, and Finance to deliver integrated insights.
* Participate in cross-divisional data projects and resolve operational challenges.
Qualifications
* Experience: Over five years in analytics, data science, or business intelligence.
* Education: Bachelor's degree in a relevant field
* Technical Skills: Proficiency in SQL, Tableau, Python, PySpark and cloud platforms like AWS and Snowflake.
* Communication Skills: Strong skills in communication, presentation development, and stakeholder engagement.
* Data Visualization: Experience with tools like Tableau and Power BI.
* Marketing knowledge is a plus!
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.
Auto-ApplySenior Data Analyst - Workplace Solutions
Data analyst job at Vanguard Services
Client Experience Analytics (CxA) is seeking a talented Senior Data Analyst to join our team! As part of Vanguard's Workplace Solutions organization, you'll collaborate closely with business partners to transform data into actionable insights that elevate the client experience. This role demands strong technical expertise in data analysis, paired with sharp business acumen, to influence strategic decisions and deliver measurable impact. You'll primarily support the marketing team within Workplace Solutions, leveraging analytics to optimize campaigns, enhance engagement, and drive client-centric outcomes. If you're passionate about turning data into stories that shape marketing strategies and improve client experiences, we'd love to hear from you.
Core 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.
Qualifications:
* Undergraduate degree in an analytic/quantitative field such as: Data Science, Business Analytics, Applied Mathematics, Statistics, Economics, or related quantitative field of study or equivalent combination of training and experience. Graduate Degree preferred
* 5 years of relevant work experience
* Extraordinary analytical skills, coupled with the ability to form hypotheses and draw meaningful insights from disparate data sources. The ability to understand data, process it, extract value from it, visualize it and communicate insights to audiences of various backgrounds, including senior management.
* Demonstrated track record of building strong relationships across technical and non-technical crew.
* Strong command of advanced data analysis tools and software Python SQL, Tableau preferred
* Experience working within a cloud-based, big data environment (AWS)
* 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
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.
Auto-ApplyData Analyst, Senior Specialist (Strategy & Client Management)
Data analyst job at Vanguard Services
Vanguard's Strategy and Client Management team is growing! We have an opening for an experienced data analyst to support Client Strategy and Growth of the new Flagship offer. This analyst will partner closely with business partners to help design strategies, influence outcomes, and proactively uncover insights.
The ideal candidate:
* Identifies and champions opportunities to apply new analytical methods or technologies to internal use cases.
* Processes industry leading expertise in one or more technical domains (e.g., Python, advanced analytics, experimental design & execution) with broad applied experience.
* Has experience applying advanced analytical techniques in a workplace setting (e.g. predictive modeling)
* Demonstrated desire & ability to collaborate closely with our business partners to consult & gather requirements
* Experience in developing and managing an analytical road map and learning agenda(s)
* Considered thought leader in product domain. Considered an expert by others across CDAO & Vanguard.
Core 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 enterprise-wide strategic initiatives.
* Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the development of data quality standards, and the tools and methods used to measure and improve data quality.
* Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning. 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 senior leader stakeholders to implement.
* Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.
* Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Stays abreast of emerging trends and external best practices. Participates and presents during scheduled analytics seminars.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Minimum of eight years related work experience.
* Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
* Strong technical skills, inclusive of coding and applying new analytical methods/technologies to use cases
* Experience with testing methodologies and experimentation (test design, results gathering and recommendations build out)
* Excellent stakeholder management and persuasiveness through data
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.
Auto-ApplyData Analyst, Senior Specialist (Advice & Wealth Management Analytics)
Data analyst job at Vanguard Services
Join our team as a Sr Specialist, Data Analyst and shape the future of Advice & Wealth Management Analytics! In this exciting and fast-paced role, you'll harness the power of data to drive impactful decisions, create high impact operations, and personalize client experiences. This role will enable you to transform data into actionable insights and influence the strategy of Vanguard's Advice & Wealth Management . If you're passionate about using analytics to make a real difference in business, this is an opportunity to elevate your career and help clients achieve their financial goals. Analysts will partner directly with Senior business leaders and will work on their most complex business opportunities ranging across client experience, operations, and business strategy. The ideal candidate will thrive in working within a fast-paced and technical environment with executive level visibility. For more information, please reach out to JB Perrault!
* 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 enterprise-wide strategic initiatives.
* Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the development of data quality standards, and the tools and methods used to measure and improve data quality.
* Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning. 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 senior leader stakeholders to implement.
* Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.
* Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Stays abreast of emerging trends and external best practices.
* Participates and presents during scheduled analytics seminars.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Minimum of eight years related data analysis/science work experience
* Undergraduate degree in economics, finance, and analytics preferred.
* Coding knowledge in SQL and Python
* Expert level data storytelling through visualization
* Experience in designing and executing end to end experiments.
Special Factors
Sponsorship
Vanguard is 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.
Auto-ApplySenior Data Solutions Analyst - AI Ready Data
Data analyst job at Vanguard Services
Provides data domain aligned support for a given business area. Ensures the quality and accuracy of complex data. Serves as a thought partner and senior point of contact to resolve operational and service issues. Serves as a thought partner and senior analyst to develop innovative data solutions and frameworks to support AI ready data.
Vanguard is looking for a senior level data analyst with experience presenting recommendations to senior management, developing innovative solutions, and is technically skilled in data quality & analytics tools. You will become an expert in the critical data managed, provide thought leadership into transformative decisions and initiatives, and deepen relationships and business acumen while consulting with stakeholders and partners, inclusive of our external data vendors. By innovating in new ways to improve our data management processes, we want to leverage evolving data management capabilities and analytics tools to move our clients forward creating trusted data to support AI Ready Data and BI solutions.
Core Responsibilities
* Serves as a subject matter expert (SME) of data sets for a given industry, data storage systems, and the operational processes being supported. Maintains awareness of changing business needs to create appropriate project solutions.
* Leads process design efforts to support new offerings, business initiatives, or improvement projects. Performs root cause analyses of complex data errors. Identifies opportunities to eliminate future occurrences, prioritizes initiatives, mitigates risk, leverages technology, and recommends short- and long-term solutions for issues.
* Focuses on improving Data Management's service offer and communicates with stakeholders and management to obtain their input and buy-in as appropriate. Recommends, coordinates, documents, and implements changes that will enhance work-flows and procedures. Integrates new or existing technologies into work-flows and communicates to all team members. Analyzes impacts and prepares environment for change.
* Builds and maintains relationships with internal and external partners to define data requirements, develop project specifications, and execute data projects to ensure that the expected outputs are delivered. Provides validation and approval of project deliverables.
* Identifies solutions independently and with input from internal and external partners, external vendors, and industry contacts to enable best-in-class data management practices, scalability, and cost effectiveness. Leads and consults on new projects to ensure operational readiness upon implementation into the live environment.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Intermediate to advanced technical skills required - SQL, Python, AWS, Tableau
* Expertise in Data Management & Data Quality best practices.
* Strong consultation, data storytelling, and stakeholder management skills
* Strong professional presence and experience presenting recommendations to senior management.
* Strong data analysis and problem-solving skills.
* Skilled and passionate about developing innovative solutions.
* Financial or Investment data background is a plus.
* Minimum of five years of related work experience.
* Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
* Nice to have- MS Dynamics
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.
Auto-ApplySenior Data Analyst (Advanced Analytics)
Data analyst job at Vanguard Services
Analyzes data, assesses trends and develops actionable insights and recommendations in support of business objectives. Trains and develops junior analysts. Drive Strategic Impact as a Data Analyst on Vanguard's Growing Product & Distribution Strategy Analytics Team!
Join Vanguard's Product & Distribution Strategy Analytics team as we expand our impact! We're seeking a seasoned data analyst to power key Personal Investor initiatives-shaping retention strategies, setting ambitious targets, and uncovering insights that influence client behavior. In this role, you'll partner with Distribution leaders to deliver advanced analytics, from deep-dive attrition analysis to predictive modeling, segmentation, experimentation, and time-series forecasting-helping us retain assets and achieve division-wide goals.
Core 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 projects through completion. Delegates tasks and provides tactical and strategic guidance to peers.
* 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 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.
* Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
* Participates in special projects and performs other duties as assigned.
Qualifications
* Minimum of five years related work experience.
* Undergraduate degree or equivalent combination of training and experience.
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.
Auto-ApplyProduct Pricing & Economics - FP&A, Lead Analyst
Data analyst job at Vanguard Services
Join Vanguard's FP&A- Product Pricing & Economics team as a Lead Analyst where you will be responsible for advancing our understanding of fund economics and pricing as strategic levers to drive competitive advantage and optimize client value. The Lead Analyst will conduct competitive intelligence, collaborate with product and business teams to align pricing with strategy, and partner with finance to inform enterprise capital allocation. With over $10T invested in our funds, the role offers high impact on our company and clients and significant exposure to senior leadership. Ideal candidates are strong problem solvers who thrive in ambiguity, can manage diverse stakeholders, and translate complex analysis into clear insights.
Responsibilities:
* Lead product pricing research and analysis on new and existing funds to ensure the competitive health of our product lineup and to support strategic pricing and capital allocation decisions.
* Synthesize analysis, insights, and thought leadership into compelling storylines and actionable strategies. Prepare and deliver presentation materials to senior leaders and business partners.
* Maintain broad knowledge and awareness of the investment industry, competitor products, and Vanguard's fund line-up.
* Build financial models to evaluate pricing strategies and their impact on revenue, capital allocation, and enterprise financial health; deliver insights that optimize shareholder value and inform long-term strategic planning.
* Collaborate with business partners (e.g., Product Strategy, Marketing, Business Units) to determine how new and existing fund pricing can drive enterprise strategic goals.
Qualifications:
* Minimum of five years related work experience, with at least two years financial services industry experience.
* Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred.
* MBA or other graduate degree preferred.
* CFA or other financial designation preferred.
Preferred skills:
* Experience with management, analysis, and visualization of large datasets.
* Excellent written and verbal communication skills; flexible and adaptable team player; and resourceful in identifying pragmatic solutions to abstract problems.
* Familiarity with data analysis and visualization tools such as Python, Power BI, and/or Tableau.
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.
Auto-Apply