Data Analyst, Specialist
at Vanguard
Posted 6 hours ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Data Analyst, Specialist** leverages complex data to fuel strategic growth for Vanguard's Personal Investor Distribution. This pivotal role scales sales processes, optimizes productivity, and evaluates performance across diverse sales channels. Key responsibilities include transforming data into actionable insights, supporting compensation strategy, and evolving lead generation programs. Proficiency in SQL is essential, with experience in data product development and a working knowledge of Tableau or similar BI tools. At least one year of experience in data analysis or related field is required.
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.
