Data Analyst, Specialist

Dallas TX Vanguard
The Wealth Management (WM) Analytics team is looking for an experienced analyst to join us on our analytic expedition. The WM Analytics team supports The Advice & Wealth Management (A&WM) Analytics team is seeking an experienced analyst to join us on our analytic expedition. The A&WM Analytics team supports the newly formed Advice & Wealth Management business in all their business endeavors from Service Operations, Trusts, Self-Directed, Advised, and Family Office.

The analyst will be aligned to a business function within the A&WM to help establish a deeper level of understanding of the day-to-day challenges facing the business. The candidate for this role will be responsible for proactively identifying opportunities within the business, contributing to its growth and success. Working in cross-functional teams is paramount to the candidate’s success as our team partners with a variety of other analytic teams within the organization (e.g., Marketing, Client Experience, CXD, CAI). This analyst will also have high visibility within the newly created organization as they will have direct interaction with the business and their senior leadership.

The analyst will be responsible for developing expertise in key subject areas of the A&WM business (e.g., Advice, Asset Consolidation, Demand & Capacity, Sales, Regulatory, Client Experience). The candidate will be considered a subject matter expert for our team and the organization.

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 projects through completion. Delegates tasks and provides tactical and strategic guidance to peers.
  • Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
  • Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.
  • Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
  • Develops, owns and manages recurring analytic or reporting processes.
  • Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Technical skills – SQL, Python, AWS, ETL, PySpark and Tableau – preferred
  • Minimum of five years related work experience.
  • Undergraduate degree or equivalent combination of training and experience.
  • Financial Services and Banking experience 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.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.    

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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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