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Vanguard

Data Analyst, Specialist

Malvern, PA · On-site

Personal Investor (PI) Distribution is responsible for converting Vanguard's Personal Investor strategy into growth outcomes by acquiring clients, deepening relationships, and retaining and growing ...

RIT Solutions, Inc.

Expert SRE UI Engineer

Malvern, PA · On-site

$56 - $74.25/hr

Responsibilities : • Join Personal Investor Technologies Site Reliability Engineering team and lead cutting-edge SRE initiatives that impact hundreds of applications and millions of investors. • ...

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Data Analyst, Specialist

Malvern, PA • On-site

Vanguard
Photography Services • 1 - 5K employees
Learn more about Vanguardexternal

Full-time

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Personal Investor (PI) Distribution is responsible for converting Vanguard’s Personal Investor strategy into growth outcomes by acquiring clients, deepening relationships, and retaining and growing assets. As part of the PI Distribution Analytics team, you will provide actionable insights and scalable analytics that enable Personal Investor Distribution to drive growth, improve client experiences, and make data-informed decisions across the sales channels.

This data analyst role will play a pivotal part in transforming complex data into clear, compelling narratives and actionable insights that support strategic initiatives, optimize the productivity of distribution stakeholders, and deliver business value. More specifically, this role will be involved in scaling the sales book management process, supporting the compensation strategy, evolving the lead generation program, and evaluating performance through analysis and reporting. 

Candidates should be highly proficient in SQL, with experience cleaning, transforming, and modeling large data sets to build sustainable data products and deliver meaningful analysis. Familiarity with Tableau or a similar business intelligence tool is required to develop and enhance reporting and dashboards. The ideal candidate has experience working with sales and distribution organizations, including data from CRM systems, and is comfortable navigating ambiguity while communicating clearly and partnering consultatively with stakeholders. 

Core Responsibilities: 

  • Partner with internal stakeholders to understand business strategy, translate requirements into analytical work, and lead projects through delivery. 

  • Design and deliver high-quality analyses, visualizations, and presentations that translate complex data into clear, actionable insights for business partners and senior leaders. 

  • Analyze large, complex data sets to identify trends and insights using advanced analytical methods, and review or validate analytical approaches used by other analysts. 

  • Maintain sustainable data products by leveraging data across multiple sources to support scalable analytics and reporting use cases. 

  • Ensure data accuracy and integrity through rigorous validation, testing, and quality checks. 

  • Own and manage recurring analytical deliverables, dashboards, and reporting processes. 

  • Participate in special projects and perform other duties as needed. 

 
Qualifications: 

  • Minimum of five years related work experience.  

  • Undergraduate degree or equivalent combination of training and experience.  

  • Technical proficiency with SQL and Tableau (preferred).  

  • Experience in the financial services industry and/or in sales organizations (preferred). 

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.

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