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Data Analyst, Specialist (FAS Marketing)

Internal Career Opportunity Description

In partnership with Vanguard's Financial Advisor Services (FAS), the Chief Data and Analytics Office (CDAO) is redefining how data and analytics drive FAS's vision of being the "advisor to the advisor."

Details:

This role will support data analytics to enable stronger collaboration across Sales and Marketing through targeted campaigns and personalized experiences. You will work with stakeholders to identify trends and outcomes from various datasets across marketing, sales, and client transactions. Analysts should be proficient in SQL for data extraction and transformation using the RedShift data warehouse (FAS360) and analyze data with tools like SageMaker and Tableau. Furthermore, the candidate should be comfortable with project ambiguity and possess good communication and consultative skills.

Core Responsibilities:

  • Engage with internal partners to understand business strategy, translate requirements into analytical projects, and lead them to completion.
  • Leverage data across various engagement and transactional datasets to develop insights, recommendations and reporting.
  • Acquire, compile, and verify the quality of structured and unstructured data. Analyze client data to identify trends and patterns impacting the client experience.
  • Develop, own, and manage reoccurring analytical requests or reporting processes.
  • Prepare and deliver visualizations and presentations that translate insights into actionable solutions and communicate those recommendations to stakeholders across the organization, including senior management.
  • Serve as the analytics expert on multi-functional teams for large critical initiatives.
  • Stay ahead of with industry trends and emerging technologies related to data analytics, customer experience, and financial services.
  • Participate in special projects and other duties as assigned.

Qualifications:

  • Minimum of five years related work experience.
  • Undergraduate degree or equivalent experience or equivalent combination of training and experience.
  • Technical experience with SQL, Python and Tableau.
  • Ability to independently collaborate with non-technical partners (business leaders/specialists) and technical teams (engineers) and communicate effectively to these groups.

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.

Average salary estimate

$97500 / YEARLY (est.)
min
max
$85000K
$110000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Data Analyst, Specialist (FAS Marketing), Vanguard

Are you ready to take your career to the next level as a Data Analyst Specialist at Vanguard in beautiful Malvern, PA? In this exciting role within our Financial Advisor Services (FAS) team, you will be at the forefront of redefining how data and analytics enhance our mission to be the 'advisor to the advisor.' You'll collaborate with stakeholders across Sales and Marketing to develop targeted campaigns and create personalized experiences that make a real difference in our clients' lives. As you dive into a variety of datasets—from client transactions to marketing efforts—you’ll identify trends and outcomes that inform data-driven decisions. Proficiency in SQL is essential for extracting and transforming data using our RedShift warehouse, and familiarity with tools like SageMaker and Tableau will help you analyze and visualize your findings. We're looking for someone comfortable navigating project ambiguity, armed with solid communication skills. Not only will you lead analytical projects from inception to completion, but you’ll also turn complex data into actionable insights, which you’ll present to stakeholders at all levels. At Vanguard, we value collaboration and innovation, and our hybrid work model supports this dynamic approach. Join us in leveraging the power of data to deliver exceptional client experiences while growing your own skills and career alongside a dedicated team. Together, we can achieve great things!

Frequently Asked Questions (FAQs) for Data Analyst, Specialist (FAS Marketing) Role at Vanguard
What are the main responsibilities of a Data Analyst Specialist at Vanguard?

As a Data Analyst Specialist at Vanguard, your main responsibilities include engaging with internal partners to understand their business strategies and translating their requirements into analytical projects. You will leverage data across engagement and transactional datasets to develop insights and recommendations. Additionally, you’ll be responsible for preparing visualizations and presentations that communicate these insights effectively to various stakeholders, including senior management. Your role also involves managing recurring analytical requests and staying updated with industry trends related to data analytics.

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What qualifications should candidates have for the Data Analyst Specialist role at Vanguard?

Candidates for the Data Analyst Specialist position at Vanguard should ideally have a minimum of five years of related work experience. An undergraduate degree in a relevant field or an equivalent combination of training and experience is required. Technical proficiency in SQL, Python, and Tableau is essential for this role, along with excellent communication skills to work collaboratively with both technical and non-technical partners.

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How does the Data Analyst Specialist contribute to Vanguard's mission?

The Data Analyst Specialist plays a crucial role at Vanguard by utilizing data analytics to support targeted marketing campaigns and enhance client experiences. By translating complex data into actionable insights, the specialist aids in driving business strategies that align with Vanguard's mission to improve the long-term financial well-being of clients. This role directly impacts how Vanguard engages with its clients, ensuring that the services provided are tailored to their needs.

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What tools will I need to use as a Data Analyst Specialist at Vanguard?

In your role as a Data Analyst Specialist at Vanguard, you will primarily use SQL for data extraction and transformation from the RedShift data warehouse. Additionally, familiarity with data analysis and visualization tools such as SageMaker and Tableau will be required to effectively analyze trends and present your findings to stakeholders. Your technical skills will be crucial in executing projects successfully.

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What is the work culture like for a Data Analyst Specialist at Vanguard?

Vanguard promotes a mission-driven and collaborative work culture for Data Analyst Specialists. With a hybrid working model, employees enjoy the flexibility of remote work while also benefiting from in-person collaboration when necessary. This environment encourages professional growth and fosters a sense of community among team members, ensuring that everyone can contribute to long-term client outcomes and enrich their own experience.

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Common Interview Questions for Data Analyst, Specialist (FAS Marketing)
How do you approach translating business requirements into analytical projects as a Data Analyst Specialist?

When translating business requirements into analytical projects, I start by thoroughly engaging with stakeholders to understand their objectives and challenges. I ask clarifying questions to ensure I capture their needs accurately. Then, I assess the data available, identifying which datasets can be leveraged. I aim to establish a clear scope for the project, communicating timelines and expected outcomes, and keeping stakeholders informed throughout the process.

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Can you describe a time when you identified a significant trend using data?

Absolutely! In a previous role, I analyzed transaction data over several quarters and discovered a noticeable decline in client engagement after a particular marketing campaign. By presenting this insight, I was able to suggest adjustments that highlighted more appealing aspects of our services. This led to the re-launch of the campaign, ultimately resulting in a significant increase in client engagement.

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What experience do you have with SQL and how do you use it in your data analysis?

I have over five years of experience working with SQL, where I utilize it for data extraction and management in various projects. I write complex queries to join multiple datasets, perform aggregations, and filter records as needed. SQL has been instrumental in allowing me to manipulate data efficiently and derive meaningful insights that inform business decisions.

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How do you prioritize tasks when working on multiple analytical projects?

To prioritize tasks effectively, I first assess project deadlines and the overall business impact of each project. I often use project management tools to create a visual overview of tasks and deadlines. A balance between urgent and important tasks helps me allocate resources wisely, and I remain adaptable to shifts in priority based on stakeholder needs.

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Describe your experience with visualization tools like Tableau?

In my previous roles, I've regularly used Tableau to create dashboards and visual reports that translate complex datasets into easily digestible insights. I focus on ensuring that my visuals are not only informative but also aesthetically pleasing, guiding viewers to draw key conclusions at a glance. With Tableau, I have created tailored reports for various stakeholders, enhancing strategic discussions.

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How do you handle project ambiguity while working as a Data Analyst Specialist?

Handling project ambiguity requires a proactive approach. I encourage open dialogue with stakeholders to clarify expectations and gather information, which helps reduce ambiguity. I break projects down into manageable tasks, which allows for iterative feedback and adjustment as the project evolves. Flexibility and communication are key to navigating uncertainty effectively.

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How do you ensure data quality in your analysis?

Ensuring data quality starts with strict protocols for data acquisition, where I assess the integrity of the sources beforehand. I perform thorough checks including validation and cleaning of data to identify and correct any inconsistencies. Once the data is prepared, I continuously monitor it throughout analysis to ensure that the findings are accurate and trustworthy.

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What strategies do you use to communicate your analysis findings to non-technical stakeholders?

To communicate findings to non-technical stakeholders, I focus on using clear and straightforward language, avoiding jargon whenever possible. I structure my presentations to start with key insights, followed by visual aids such as graphs and charts that illustrate my points. I tailor my approach based on the audience’s familiarity with the subject, ensuring that they can grasp the analysis effectively.

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Can you give an example of a time when your analysis had a direct impact on business decisions?

Certainly! I once conducted an analysis on customer feedback data and discovered significant dissatisfaction with a specific product feature. By presenting this data along with actionable insights, my team was able to prioritize improvements to that feature, which not only enhanced customer satisfaction but also led to an increase in sales. This experience highlighted the importance of aligning data analysis with business strategies.

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How do you stay updated with industry trends related to data analytics?

I stay informed about industry trends by actively participating in data analytics webinars, and conferences, and following relevant publications and online forums. Networking with fellow professionals also provides insights into emerging technologies and methodologies. I prioritize continuous learning through online courses, which helps me incorporate innovative practices into my work as a Data Analyst Specialist.

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EMPLOYMENT TYPE
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DATE POSTED
March 29, 2025

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