Data Analyst, Senior Specialist (Advice & Wealth Management Analytics) jobs in United States
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Vanguard ยท 1 month ago

Data Analyst, Senior Specialist (Advice & Wealth Management Analytics)

positionDallas, TX
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
date8+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. The Senior Data Analyst will engage with internal partners to lead complex analytical projects, ensure data quality, and deliver actionable insights to senior stakeholders.

FinanceFinancial Services
check
H1B Sponsorednote

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

Qualification

SQLPythonData visualizationData analysisData storytellingExperiment designMentoringCollaboration

Required

Minimum of eight years related data analysis/science work experience
Coding knowledge in SQL and Python
Expert level data storytelling through visualization
Experience in designing and executing end to end experiments

Preferred

Undergraduate degree in economics, finance, and analytics preferred

Company

Vanguard

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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
dateFounded in 1975
location
Kelayres, Pennsylvania, USA
people-size10001+ employees
web-link
http://investor.vanguard.com/corporate-portal

H1B Sponsorship

Vanguard has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (286)
2024 (258)
2023 (182)
2022 (340)
2021 (166)
2020 (97)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Recent News

PR Newswire
Vanguard Appoints Natalie Lamarque as Chief Legal Officer
2025-09-05
citybiz
Vanguard Managing Director Karin Risi to Retire
2025-03-15
PR Newswire
Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg
2025-03-14
Company data provided by crunchbase