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Charlotte, North Carolina, United States
Onsite
We are seeking a data visualization expert with a passion for transforming complex data into clear, actionable insights for senior leadership. This role will support the Distribution organization within Personal Investor, which focuses on how we engage with, serve, and grow relationships with our clients.
The ideal candidate is highly skilled in Tableau and SQL, has a strong sense of visual design and user experience, and enjoys partnering closely with business leaders to help them make data-driven decisions. The analyst will be responsible for a range of analytical tasks including ownership of enhancing our dashboard suite all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)
The ideal candidate has:
Expert-level visualization skills using tools such as Tableau
Strong SQL experience, with the ability to write and troubleshoot complex queries
Experience in Python and advanced analytics
Demonstrated experience building executive-ready dashboards and visual solutions with a strong analytical mindset and attention to detail
Desire & ability to collaborate closely with our business partners to consult & gather requirements
Strong presentation skills with the ability to deliver actionable data stories to business partner motivating data-driven decisions.
Exposure to distribution, sales, or client 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 supports projects through completion.
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 analytical methods.
Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of five years related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
SQL and Tableau experience required.
Python & Advanced analytics (e.g. predictive modeling, forecasting, clustering) experience 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.