Data Analyst, Specialist

This Hybrid Role (in office TuesWedThurs) 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.