Vanguard's Brokerage & Investments (B&I) Analytics team is growing! We have an opening for an experienced data analyst to support PI's top KR and one of the Enterprise Operating Priorities for 2025 - Cash. The B&I Analytics team supports Personal Investor's Brokerage & Investments business. This analyst will partner closely with the Cash business to uncover insights and will help to shape the strategy that drives better cash product adoption. The analyst will be responsible for a range of analytical tasks including ownership of KPI reporting all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)
The ideal candidate has:
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- A deep understanding of or interest to learn about the Brokerage & Investments business and PI product offerings
- Strong technical skill set (SQL, Python and Tableau preferred)
- Experience with PI enterprise Data
- Desire & ability to collaborate closely with our business partners to consult & gather requirements
- Experience in building resilient reporting products (e.g. dashboards)
- Experience applying advanced analytical techniques in a workplace setting (e.g. predictive modeling, forecasting, clustering)
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 complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives.
- 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 expert level 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.
- Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.
- Participates in special projects and performs other duties as assigned.
Qualifications:
- Minimum of five years related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Python, SQL and Tableau experience required.
- Data science 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.
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.