Senior Analytics Strategist, Industry Insights

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.

What it takes:

• This role is central to FAS’s vision of being the “advisor to the advisor,” using data to anticipate client needs and deliver the right products and services at the right time. The analyst will play a key role in shaping how FAS understands and responds to industry dynamics.
• Minimum of 8–10 years of related work experience in analytics, strategy, or financial services.
• Proven experience in delivering insights from structured and unstructured data using advanced statistical and machine learning methods (e.g., regression, segmentation, time series analysis, Bayesian methods).
• Familiarity with financial products such as ETFs and mutual funds, and experience working with broker-dealers, RIAs, and bank trust departments.
• Ability to translate business questions into analytical projects and deliver insights that influence decision-making 
• Experience in scenario planning, forecasting, and ROI analysis for marketing or distribution strategies
• Consultative approach with business functional and technical skills with Validated experience in building and delivering data & analytics products and insights.
• Experience working with Morningstar and Bloomberg data is highly valued, especially for competitive and market trend analysis.
• Proficiency in data analysis tools such as SQL, Python, R, and Tableau .
• Experience with data visualization, dashboard creation, and storytelling with data.
• Strong understanding of data modeling, predictive analytics, and scenario analysis.

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.