Lead Data Analyst - Workplace Solutions

Vanguard • Charlotte, NC

26d • Hybrid

About The Position

Client Experience Analytics (CxA) is seeking a talented Senior Data Analyst to join our team! As part of Vanguard's Workplace Solutions organization, you'll collaborate closely with business partners to transform data into actionable insights that elevate the client experience. This role demands strong technical expertise in data analysis, paired with sharp business acumen, to influence strategic decisions and deliver measurable impact. You'll primarily support the marketing team within Workplace Solutions, leveraging analytics to optimize campaigns, enhance engagement, and drive client-centric outcomes. If you're passionate about turning data into stories that shape marketing strategies and improve client experiences, we'd love to hear from you.

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

Nice To Haves

• Machine-learning methods: regression models, propensity models, segmentation, optimization, experimental test design, time series analysis, cohort analysis, Bayesian methods, decision trees, text analysis, preferred

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.

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