Data & Analytics Lead - Client Experience
About The Position
Client Experience Analytics (CxA) is looking for a talented Lead Data Analyst 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. This individual will be responsible for leading the analysis and reporting of participant behavior across the digital retirement experience. You will work closely with business partners to develop data-driven insights and recommendations to improve our participants' experience with Vanguard. This role requires a high level of technical expertise in data analysis and a strong business acumen.
Requirements
- 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.
- 7+ 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
Nice To Haves
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
