The Data Analyst, Specialist will join the Executive Analytics team supporting Wealth Management leadership through data-driven insights, executive reporting, and strategic analysis. This role partners closely with senior leaders, the Office of the Chief of Staff, digital teams, and business stakeholders to deliver actionable insights that support business performance and decision-making. The analyst will lead complex analytical initiatives, develop executive-level reporting, and help advance self-service analytics capabilities to meet evolving business needs. This position offers the opportunity to influence strategic priorities, support highly visible leadership initiatives, and contribute to the future of analytics through innovation, automation, and AI-enabled solutions.
This Hybrid Role (in office Tues-Wed-Thurs) is based in Charlotte, NC, Dallas, TX, Scottsdale, AZ, or Malvern, PA (HQ)Core Responsibilities- Partner with business leaders and stakeholders to understand strategic objectives, business challenges, reporting needs, and analytical opportunities.
- Translate complex business questions into structured analytical approaches and lead projects from intake through delivery.
- Serve as an analytics subject matter expert on cross-functional initiatives and provide guidance to peers on analytical methods and best practices.
- Acquire, validate, and analyze structured and unstructured data from multiple sources to ensure quality, accuracy, and reliability.
- Perform advanced analyses to identify trends, risks, opportunities, and actionable insights that support strategic decision-making.
- Develop, maintain, and enhance recurring executive reporting, dashboards, and performance metrics for Wealth Management leadership.
- Create and deliver executive-level presentations, visualizations, and data stories that translate findings into clear business recommendations.
- Support monthly leadership reporting processes and respond to ad hoc requests related to executive presentations, speaking engagements, and strategic initiatives.
- Contribute to the design, implementation, and evolution of self-service analytics solutions that improve scalability and accessibility of insights across the business.
- Validate analytical methodologies and outputs while ensuring consistency, transparency, and adherence to data governance standards.
- Mentor and coach fellow analysts, actively contributing to Vanguard's analytics community through knowledge sharing, training, and participation in analytics forums and seminars.
- Participate in special projects and perform other duties as assigned.
Education & Experience:
- Minimum of five years of related experience in data analytics, business intelligence, reporting, data science, consulting, or a related analytical field.
- Bachelor's degree or equivalent combination of training and experience required.
- Graduate degree preferred.
- Demonstrated experience leading complex analytical projects and delivering actionable recommendations to business stakeholders.
- Experience developing executive-facing reporting, dashboards, scorecards, and presentations.
- Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate insights effectively.
- Proficiency with analytics, visualization, and reporting tools such as SQL, Tableau, Power BI, Alteryx, Python, R, Excel, or similar technologies.
- Ability to manage multiple priorities and deliver high-quality work in a fast-paced, evolving environment.
- Strong written and verbal communication skills with experience presenting findings to senior leaders.
- Experience supporting executive leadership teams, wealth management organizations, financial services businesses, or large-scale reporting environments is preferred.
- Exposure to self-service analytics, automation, and emerging AI-enabled analytics capabilities is preferred.
- Supports highly visible executive reporting and analytics for Wealth Management leadership and the Office of the Chief of Staff.
- Requires sound judgment, discretion, and professionalism when handling sensitive business information.
- May require flexibility to support time-sensitive executive deliverables, leadership presentations, and recurring monthly reporting cycles.
- Hybrid work arrangement with required in-office presence Tuesday through Thursday
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.
