Data Analyst, Specialist

the opportunity to influence strategic priorities, support highly visible leadership initiatives, and contribute to the future of analytics through innovation, automation, and AI-enabled solutions.

This Hybrid Role (in office Tues-Wed-Thurs) is based in Charlotte, NC, Dallas, TX, Scottsdale, AZ, or Malvern, PA (HQ)

- Partner with business leaders and stakeholders to understand strategic objectives, business challenges, reporting needs, and analytical opportunities. - Translate complex business questions into structured analytical approaches and lead projects from intake through delivery. - Serve as an analytics subject matter expert on cross-functional initiatives and provide guidance to peers on analytical methods and best practices. - Acquire, validate, and analyze structured and unstructured data from multiple sources to ensure quality, accuracy, and reliability. - Perform advanced analyses to identify trends, risks, opportunities, and actionable insights that support strategic decision-making. - Develop, maintain, and enhance recurring executive reporting, dashboards, and performance metrics for Wealth Management leadership. - Create and deliver executive-level presentations, visualizations, and data stories that translate findings into clear business recommendations. - Support monthly leadership reporting processes and respond to ad hoc requests related to executive presentations, speaking engagements, and strategic initiatives. - Contribute to the design, implementation, and evolution of self-service analytics solutions that improve scalability and accessibility of insights across the business. - Validate analytical methodologies and outputs while ensuring consistency, transparency, and adherence to data governance standards. - Mentor and coach fellow analysts, actively contributing to Vanguard's analytics community through knowledge sharing, training, and participation in analytics forums and seminars. - Participate in special projects and perform other duties as assigned.

- Minimum of five years of related experience in data analytics, business intelligence, reporting, data science, consulting, or a related analytical field. - Bachelor's degree or equivalent combination of training and experience required. - Graduate degree preferred. - Demonstrated experience leading complex analytical projects and delivering actionable recommendations to business stakeholders. - Experience developing executive-facing reporting, dashboards, scorecards, and presentations. - Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate insights effectively. - Proficiency with analytics, visualization, and reporting tools such as SQL, Tableau, Power BI, Alteryx, Python, R, Excel, or similar technologies. - Ability to manage multiple priorities and deliver high-quality work in a fast-paced, evolving environment. - Strong written and verbal communication skills with experience presenting findings to senior leaders. - Experience supporting executive leadership teams, wealth management organizations, financial services businesses, or large-scale reporting environments is preferred. - Exposure to self-service analytics, automation, and emerging AI-enabled analytics capabilities is preferred. - Supports highly visible executive reporting and analytics for Wealth Management leadership and the Office of the Chief of Staff. - Requires sound judgment, discretion, and professionalism when handling sensitive business information. - May require flexibility to support time-sensitive executive deliverables, leadership presentations, and recurring monthly reporting cycles. - Hybrid work arrangement with required in-office presence Tuesday through Thursday