Vanguard's Financial Advisory Services (FAS) is looking for a Lead Data Management & Analytics Analyst to help manage and improve data quality for our clients! This is an excellent opportunity to engage with internal partners to understand business strategy, goals, translate requirements into analytical projects, and provide thought leadership into transformative initiatives. This role will sit within CDAO (Chief Data and Analytics Office).
In this role you will:
- Utilize strong data analysis skills to tell compelling stories and recommend process improvements.
- Manage and improve proactive data quality processes for FAS critical data including AUM & Cashflow and CRM data.
- Become an expert in the data managed and provide thought leadership into transformative initiatives.
- Deepen relationships and business acumen while consulting with CDAO FAS Data Insights, Product Ownership, Sales leaders, and external vendors.
- Manage data leveraging SQL, Python, AWS, and Microsoft Dynamics
- Develop reporting to monitor operational health and progress of efforts.
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What it takes:
- Coding knowledge in both SQL and Python
- Experience as a lead
- Data management experience in AWS
- Ability to learn new systems and business concepts quickly. (e.g., Microsoft Dynamics)
- Strong relationship management and communication skills.
- Experience with data quality assurance and controls.
- Passion for identifying and implementing process improvements.
- Strong data analysis skill with financial and/or investment acumen.
Core Responsibilities
1. Serves as a subject matter expert (SME) of data sets for a given industry, data storage systems, and the operational processes being supported. Maintains awareness of changing business needs to create appropriate project solutions.
2. Leads process design efforts to support new offerings, business initiatives, or improvement projects. Performs root cause analyses of complex data errors. Identifies opportunities to eliminate future occurrences, prioritizes initiatives, mitigates risk, leverages technology, and recommends short- and long-term solutions for issues.
3. Focuses on improving Data Management's service offer and communicates with stakeholders and management to obtain their input and buy-in as appropriate. Recommends, coordinates, documents, and implements changes that will enhance work-flows and procedures. Integrates new or existing technologies into work-flows and communicates to all team members. Analyzes impacts and prepares environment for change.
4. Builds and maintains relationships with internal and external partners to define data requirements, develop project specifications, and execute data projects to ensure that the expected outputs are delivered. Provides validation and approval of project deliverables.
5. Identifies solutions independently and with input from internal and external partners, external vendors, and industry contacts to enable best-in-class data management practices, scalability, and cost effectiveness. Leads and consults on new projects to ensure operational readiness upon implementation into the live environment.
6. Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of five years of related work experience.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree 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.
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.