Data Analyst, Specialist

The Vanguard Group; Pennsylvania; Hybrid; USD 110,000 - 170,000; Full time

Job summary

The Vanguard Group seeks an experienced analytics professional to partner with business leaders, translate questions into structured analyses, and deliver executive dashboards for Wealth Management leadership.

Based in Malvern, PA with hybrid in-office Tue-Wed-Thu, this role focuses on self-service analytics, scalable insights, and advancing reporting capabilities across the organization.

Qualifications

• Five+ years of experience in data analytics, BI, reporting, data science, or related analytical field.
• Bachelor’s degree required; graduate degree preferred.
• Demonstrated experience leading complex analytical projects and delivering actionable recommendations to stakeholders.
• Experience developing executive-facing reporting, dashboards, scorecards, and presentations.
• Proficiency with analytics tools such as SQL, Tableau, Power BI, Alteryx, Python, R, Excel.

Responsibilities

• Partner with business leaders to understand objectives, challenges, reporting needs, and analytical opportunities.
• Translate questions into structured analyses and lead projects end-to-end.
• Serve as analytics SME on cross-functional initiatives and guide peers.
• Acquire, validate, and analyze data from multiple sources for accuracy and reliability.
• Perform advanced analyses to identify trends, risks, opportunities, and actionable insights.
• Develop and maintain recurring executive reporting, dashboards, and performance metrics for Wealth Management leadership.
• Create executive presentations and data stories translating findings into clear recommendations.
• Support monthly leadership reporting and respond to ad hoc requests for presentations and strategic initiatives.

Skills

SQL

Tableau

Power BI

Alteryx

Python

R

Excel

Education

Bachelor’s degree

Graduate degree

Tools

SQL

Tableau

Power BI

Alteryx

Python

R

Excel

Job description

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

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