Lead Data Analyst

Key Skills

AWS, Business Analytics, Data Analysis, Data science techniques, Python Programming, SQL, Tableau

Job Description

The Client Experience Analytics (CxA) department is looking for a talented Lead Data Analyst to join our team! Aligned to the work of Vanguard's Institutional Investment Group, this individual will be responsible for leading the analysis and reporting of client data across the advice product suite. You will work closely with business partners to develop data-driven insights and recommendations to improve our clients' experience with Vanguard. This role requires a high level of technical expertise in data analysis and a strong business acumen.

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.
• 4-6 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, Tableau preferred), and querying languages (SQL)
• Experience working within a cloud-based, big data environment (AWS preferred)
• Highest standards of accuracy and precision; highly organized

Preferred Qualifications:

• A graduate level degree in an analytic/quantitative field such as: Data Science, Business Analytics, Applied Mathematics, Statistics, Economics or related quantitative field of study
• Experience with advanced statistical and machine-learning methods such as: regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis, etc.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.