Data Analyst, Specialist

Vanguard • Malvern, PA

23h • Hybrid

About The Position

Client Experience Analytics (CxA) is looking for a talented Data Analyst, Senior Specialist to join our team! Supporting the Institutional Investor Group, CxA aims to enhance financial well-being for all retirement participants through strategic insights and data-driven recommendations, continuously improving the institutional client experience and participant outcomes. Aligned a key enterprise initiative, this role focuses on creating a seamless participant experience that eliminates friction, builds loyalty, and promotes positive investment behaviors; we want to bring the very best of Vanguard to retirement participants. As a senior-level individual contributor, you will connect the dots among existing workstreams and leverage advanced analytics to identify opportunities, drive strategic decision-making, and deepen our understanding of Vanguard’s participants. Additional responsibilities include performing descriptive and predictive analyses, designing and measuring experiments with statistical rigor, and visualizing data to deliver actionable insights. You will influence business and technology leaders through consultative skills and data storytelling. If you are a strategic thinker with a passion for innovation and a proven track record in building analytics strategies and delivering complex initiatives in a cross-functional environment, we invite you to apply for this exciting opportunity. Role Requirements: Advance Data-driven Decision Making: Utilize advanced data and analytics methods to identify opportunities, evaluate alternatives, optimize decisions, measure impact, and share insights/recommendations for continuous improvement/transformation. Big Picture Strategic Ideation: Connect the dots across product families, teams, and divisions to design the analytical vision, generate roadmaps and prioritize initiatives. Cross-Functional Collaboration: Act as a true peer in driving strategy and roadmap, working closely with cross-functional teams to facilitate effective use of data. Stakeholder Management: Communicate with and manage senior stakeholder relationships to drive strategic direction and roadmap development. Autonomy and Proactivity: Ability to carve out your own initiatives and workplan based on department priorities, map out the course, roles and responsibilities for all supporting team members. Growth Mindset: Be responsible for your continuous learning. Stay on top of latest analytics and data science methods, use case and technologies to drive efficiency and impact using data. Executive Presence: Participate in key high-priority and strategic leadership meetings and enterprise initiative discussions to maintain a big-picture viewpoint. Articulate complex concepts to a variety of audience in a crisp and impactful fashion. Thought Leadership: Connect diverse ideas and/or bring structure to high impact problems for business/product. Translate complex problems into an analytical framework and lead intricate projects through from ideation to completion. Collaborative mindset: Delegate tasks and provide tactical and strategic guidance to peer analysts, data engineers and data scientists. Serve as the analytics expert on cross-functional teams for enterprise-wide strategic initiatives. Analytics and Data Science Expertise: Expertise to perform data analysis from multiple sources to surface trends and insights using advanced analytical methods. Drive innovative and sophisticated experimentation across multiple families to identify and implement innovative CX solutions. Key Candidate Competencies: Business-oriented Technical Expertise: Deep experience using analytics and data science methods to solve business problems. Comfort with Ambiguity: Ability to create clarity by partnering with different functions in ambiguous and challenging situations. Curiosity and Learning: Voracious reader of internal and external sources, taking inspiration from other industries. Storytelling and Influence: Strong storytelling skills and the ability to influence others. Autonomy: Capable of working independently and autonomously. Strategic and Executive Skills: Ability to define and influence at every level (above, below, peer) and have an executive presence. Collaborative Experience: Experience working collaboratively with different functions – Data (Data Engineering, Data Science, Business Intelligence) as well as Non-Data (Product, UX, Dev). Skilled in navigating a highly matrixed and cross-functional environment, humble yet proactive and committed leadership approach. Soft Skills: Executive-level written and verbal communication skills.

Requirements

• Minimum of 10 years of related work experience in advanced analytics and data science within a financial services context.
• Undergraduate degree in an analytic/quantitative field such as: Applied Mathematics, Statistics, Economics or related analytical field of study or equivalent combination of training and 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.
• Expert level skills in the following suite of data analysis tools: Data Extraction languages such as SQL. Proficiency with relational databases or Big Data platforms, Data Analysis packages (Python, R, SAS etc.) and Data Visualization packages (Tableau, etc.)
• Significant 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

Nice To Haves

• A graduate level degree in an analytics focused field is strongly preferred.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees