Vanguard Logo

Vanguard

Data Analyst, Senior Specialist

Posted 12 Days Ago
In-Office
Charlotte, NC, USA
Senior level
In-Office
Charlotte, NC, USA
Senior level
Lead complex analytics projects supporting client experience transformation: gather and validate structured and unstructured data, apply advanced analytics and machine learning, produce executive visualizations and recommendations, manage recurring reporting, enforce data quality standards, and mentor other analysts to drive business decisions and improve client outcomes.
The summary above was generated by AI

USDI Analytics (Supporting CX Transformation Office)

About the Team
USDI Analytics is responsible for delivering insights that help Vanguard improve client outcomes and drive strategic business decisions across the U.S. Direct Investor business. As part of this mission, the team partners closely with the Client Experience Transformation Office (CXTO) to advance Vanguard's enterprise client experience strategy, measurement framework, and transformation efforts.
The team works at the intersection of client experience, business performance, and advanced analytics, helping leaders understand which experiences matter most, where friction exists, and how improvements can drive meaningful outcomes such as retention, loyalty, growth, and operational efficiency.

Position Summary
We are seeking a highly analytical and intellectually curious Senior Analyst to join USDI Analytics in support of the Client Experience Transformation Office (CXTO). This role will be responsible for delivering strategic analyses that influence enterprise decision-making, shape client experience investments, and inform leadership priorities.
The ideal candidate combines strong analytical skills with business acumen and consultative problem-solving. They are comfortable working with ambiguity, translating complex data into actionable recommendations, and partnering with senior stakeholders to solve high-impact business challenges.
Rather than focusing solely on reporting, this role is expected to uncover insights, identify root causes, evaluate business impact, and help leaders make better decisions through data.

Core 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 enterprise-wide strategic initiatives.

  • Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the development of data quality standards, and the tools and methods used to measure and improve data quality.

  • Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning. 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 senior leader stakeholders to implement.

  • Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.

  • Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Stays abreast of emerging trends and external best practices. Participates and presents during scheduled analytics seminars.

  • Participates in special projects and performs other duties as assigned.

Qualifications

  • Minimum of eight years 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.

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.

Vanguard Charlotte, North Carolina, USA Office

Two North Falls Plaza, Charlotte, NC, United States, 28217

Similar Jobs

12 Days Ago
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech
Lead end-to-end analytics for Flagship Client and Distribution: partner with stakeholders to frame problems, perform advanced analyses and machine learning, ensure data quality, develop recurring analytics products and executive visualizations, and mentor analysts to drive data-driven decisions.
Top Skills: Advanced AnalyticsData VisualizationExperimentationMachine LearningPredictive ModelingPython
49 Seconds Ago
Remote or Hybrid
United States
210K-320K Annually
Expert/Leader
210K-320K Annually
Expert/Leader
Healthtech • Information Technology • Security • Software • Cybersecurity
Sell Imprivata access and security solutions to mid-enterprise healthcare accounts in the Southeast. Prospect, develop account strategies, demonstrate products, negotiate and close deals, expand existing customer revenue, manage demos with Solution Engineering, and maintain accurate forecasts in Salesforce.com while meeting booking quotas and travel requirements.
Top Skills: Salesforce
51 Seconds Ago
Remote or Hybrid
United States
210K-320K Annually
Expert/Leader
210K-320K Annually
Expert/Leader
Healthtech • Information Technology • Security • Software • Cybersecurity
Bring new business and expand existing mid-enterprise healthcare accounts across the Midwest. Manage complex, multi-stakeholder sales cycles, demonstrate solutions, negotiate contracts, and close deals. Maintain accurate forecasts and CRM records, partner with solution engineering and internal teams, and meet booking quotas while traveling up to 50%.
Top Skills: Salesforce

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account