Data Analyst, Specialist
Support Personal Wealth business growth by analyzing client retention, cash flow, and forecasting, and develop AI/ML solutions to inform business strategy, partnering with Client Segment leaders and working across key workstreams.
Skills required
About this role
PW Growth Strategy Analytics is growing! We’re opening a new role to support some of the most important questions facing the Personal Wealth business—how we drive growth, retain clients, and plan for what’s next. As part of this horizontal analytics team, you’ll partner closely with both Client Segment 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, time‑series 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.
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 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.
Qualifications
Minimum of 8 years related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Expert‑level SQL with experience building, validating, and maintaining complex queries and datasets used for executive reporting and analysis.
Strong Tableau skills, including designing intuitive, business‑ready 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 root‑cause analysis
Time‑series 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 deep‑dive analytics—owning both the “what happened” and the “why it happened / what’s next”.
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.