Lead Data Analyst, Specialist

This team member will support the ops360 and anaplan connections for personal investor operational readiness and help inform connectivity across those products and the OR team, as well as cross PI initiatives and analysis for senior leaders

Core Responsibilities

1. 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.

2. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.

3. Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.

4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.

5. Develops, owns and manages recurring analytic or reporting processes.

6. Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.

7. 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.

• Advanced SQL: complex window. functions, query optimization, stored procedures for automation.

• Advanced Data Visualization experience (Tableau).

Special Factors

Sponsorship

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.