Data Analyst, Specialist

Vanguard; Malvern (Chester County); On-site; USD 120,000 - 170,000; Full time

Job summary

Vanguard is seeking an experienced analytics professional to drive growth and retention for Personal Wealth. You will own core metrics, perform driver analysis, and build predictive models, partnering with Client Segment leaders across Cash Flow, Retention, and Forecasting.

You will mentor analysts, develop scalable reporting, and present insights to senior leadership. The role emphasizes collaboration, mentorship, and applying AI/ML techniques to business problems.

Qualifications

• Expert-level SQL with experience building, validating, and maintaining complex queries and datasets used for executive reporting and analysis.
• Strong Tableau skills, including designing intuitive, business-ready dashboards and translating complex data into clear, actionable insights.
• Advanced Python experience for analysis, modeling, and automation (e.g., pandas, NumPy, stats/ML libraries).
• Proven data science skillset, including driver and root-cause analysis, time-series forecasting and trend analysis, segmentation and exploratory modeling, applying AI/ML techniques to real business problems.
• Ability to partner closely with business stakeholders to translate ambiguous questions into structured analyses and clear recommendations.
• Minimum of 8 years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

Responsibilities

• Engages with internal partners to understand business strategy, questions and goals. Translates requirements into an analytical project approach and leads complex projects through completion.
• Acquires and compiles structured and unstructured data and verifies quality. Develops data quality standards and measurement tools.
• Performs analyses of data from multiple sources to surface trends using advanced methods and ML techniques.
• Prepares and delivers expert visualizations and presentations translating insights into actionable solutions for senior leaders.
• Develops and manages recurring analytic or reporting processes and mentors analysts on visualization best practices.
• Mentors analytics talent and contributes to the analytics community through training and seminars.
• Participates in special projects and other duties as assigned.

Skills

SQL

Tableau

Python

Data science

Stakeholder collaboration

Time-series forecasting

Education

Bachelor’s degree or equivalent

Graduate degree preferred

Job description

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.

PW Growth Strategy Analytics is growing! We’re opening a new role to support some of the most important questions facing the Personal Wealth business—how we drive growth, retain clients, and plan for what’s next. As part of this horizontal analytics team, you’ll partner closely with both Client Segment leaders and work across key workstreams including Cash Flow, Retention, and Forecasting. The role spans a wide range of analytical work, from ownership of core metrics and reporting to deeper driver analysis, time‑series modeling, and AI/ML solutions that help inform growth and retention strategy for the division. If you enjoy variety, close business partnership, and seeing your work directly influence decisions, this role has plenty to offer.

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 8 years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• Expert‑level SQL with experience building, validating, and maintaining complex queries and datasets used for executive reporting and analysis.
• Strong Tableau skills, including designing intuitive, business‑ready dashboards and translating complex data into clear, actionable insights.
• Advanced Python experience for analysis, modeling, and automation (e.g., pandas, NumPy, stats/ML libraries).
• Proven data science skillset, including:
• Driver and root‑cause analysis
• Time‑series forecasting and trend analysis
• Segmentation and exploratory modeling
• Applying AI/ML techniques to real business problems
• Ability to partner closely with business stakeholders to translate ambiguous questions into structured analyses and clear recommendations.
• Comfortable working across reporting and deep‑dive analytics—owning both the “what happened” and the “why it happened / what’s next”.

Sponsorship

Vanguard is not offering visa sponsorship for this position.