Data Analyst, Specialist

Charlotte NC 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:

  • Engage with internal partners to understand business strategy, questions, and goals. Bring structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegate tasks and provides tactical and strategic guidance to peers.
  • Serve as the analytics expert on cross-functional teams for enterprise-wide strategic initiatives.
  • Acquire 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.
  • Perform analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning.
  • Validate analytical techniques employed by other analysts.
  • Prepare and deliver expert level visualizations and internal presentations which translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement.
  • Develop, manage, and own recurring analytic or reporting processes.
  • Develop the analytics community at Vanguard by mentoring, coaching, and connecting others with resources and training.
  • Participate and present during scheduled analytics seminars.
  • Participate in special projects and performs other duties as assigned.

Qualifications:

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

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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