Data Analyst, Specialist

The Advice and Wealth Management (AWM) Analytics team is seeking an analyst to play an important role supporting the Personal Wealth Marketing team and enabling growth through data-driven strategy. Our work includes data preparation and transformation, discovery analysis, experimental design, campaign measurement, dashboard development, and strategic recommendations sourced from the data. The role involves collaboration with marketing and analytics partners and working closely with cross-functional teams and initiatives. We are looking for someone who excels at connecting business questions and marketing decisions to clear, actionable analysis with value-creating impact.

Data Management and Analysis

• Acquire and compile structured and unstructured data, verifying its quality, accuracy, and reasonableness.
• Perform analyses of historical data to surface trends and insights using advanced analytical methods.
• Validate analytical techniques employed by other analysts.
• Develop expertise in key subject areas (e.g., audience targeting, client journey, marketing channel usage, and marketing content).

Reporting and Visualization

• Prepare and deliver visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
• Develop, own, and manage recurring analytic or reporting processes.

Project Management and Strategy

• Engage with internal partners to understand business strategy, questions, and goals.
• Bring structure to business requests, translate requirements into an analytical project approach, and lead projects through completion.
• Delegate tasks and provide tactical and strategic guidance to peers.
• Proactively identify opportunities within the business to contribute to its growth and success.
• Participate in special projects and perform other duties as assigned.

Mentorship and Knowledge Sharing

• Foster a culture of continuous learning and innovation in analytics tools and methods.
• Proactively expand knowledge of business and analytics, share best practices, and document them.
• Serve as a subject matter expert for the team and the analytic organization.

Cross-Functional Collaboration

• Partner with teams in Marketing, CXD, Engineering, and Finance to deliver integrated insights.
• Participate in cross-divisional data projects and resolve operational challenges.

Qualifications

• Experience: Over five years in analytics, data science, or business intelligence.
• Education: Bachelor's degree in a relevant field
• Technical Skills: Proficiency in SQL, Tableau, Python, PySpark and cloud platforms like AWS and Snowflake.
• Communication Skills: Strong skills in communication, presentation development, and stakeholder engagement.
• Data Visualization: Experience with tools like Tableau and Power BI.
• Marketing Knowledge: Strong understanding of marketing principles and strategies (e.g., A/B, multivariate, multi-armed bandit).

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.

Client-provided location(s): Charlotte, NC, Malvern, PA

Job ID: Vanguard-178052

Employment Type: FULL_TIME

Posted: 2026-05-22T20:04:23