Data Analyst, Product & Distribution Strategy Analytics

Product & Distribution Strategy Analytics is growing! Were opening a new role to support some of the most important questions facing the Personal Wealth businesshow we drive growth retain clients and plan for whats next. As part of this horizontal analytics team youll partner closely with both Product and Distribution leaders and work across key workstreams including Cash Flow Retention and Forecasting. The role spans a wide range of analytical work from ownership of core metrics and reporting to deeper driver analysis timeseries modeling and AI/ML solutions that help inform growth and retention strategy for the division. If you enjoy variety close business partnership and seeing your work directly influence decisions this role has plenty to offer.

Responsibilities

1. 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.

2. Acquires and compiles structured and unstructured data and verifies its quality accuracy and reasonableness.

3. Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.

4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible actionable solutions for business partners to implement.

5. Develops owns and manages recurring analytic or reporting processes.

6. Actively develops the analytics community at Vanguard by mentoring coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.

7. 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.
• Expertlevel SQL with experience building validating and maintaining complex queries and datasets used for executive reporting and analysis.
• Strong Tableau skills including designing intuitive businessready dashboards and translating complex data into clear actionable insights.
• Advanced Python experience for analysis modeling and automation (e.g. pandas NumPy stats/ML libraries).
• Proven data science skillset including:
  • Driver and rootcause analysis
  • Timeseries forecasting and trend analysis
  • Segmentation and exploratory modeling
  • Applying AI/ML techniques to real business problems
• Ability to partner closely with business stakeholders to translate ambiguous questions into structured analyses and clear recommendations.
• Comfortable working across reporting and deepdive analyticsowning both the what happened and the why it happened / whats next.

Special Factors

Sponsorship

About Vanguard

At Vanguard we dont just have a missionwere 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.