Lead Data Analyst

The B&I Analytics team supports Personal Investor's Brokerage & Investments business. This analyst will partner closely with the Education Savings group to uncover actionable insights and help shape strategies that drive engagement and growth across 529 products. Responsibilities include end-to-end ownership of KPI reporting, deep-dive analyses to identify behavioral drivers and product adoption trends, development of data-driven strategies to support business goals, forecasting, and segmentation modeling to better understand client needs and optimize outreach.

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:

• Python, SQL and Tableau experience required.

• Experience applying advanced analytical techniques in a workplace setting (e.g. predictive modeling, forecasting, clustering)

• Experience in building resilient reporting products (e.g. dashboards)

• Minimum of five years related Analytics work experience

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

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.