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Data Analyst - CXD (Advanced Analytics)



IT, Data Science
Dallas County, TX, USA · United States
Posted on Monday, July 1, 2024
Vanguard is hiring Data Analysts in our Client Experience and Digital (CXD) group. This team focuses on driving results through advanced analytics supporting Automation and Digitization, Wealth Management and Financial Planning, Conversational Channels (Chatbot, Voicebox, etc.), Call Center Technology (call routing and agent support technology), and our Profile and Account Settings Team all in support of our Personal Investor Technology area. In this role you will leverage analytics to surface insights of client behavior, satisfaction, and digital containment to influence product decisions and roadmap for the benefit of our clients.

What it takes:

  • Minimum of five years related data analysis/science work experience
  • Undergraduate degree or equivalent combination of training and experience.
  • Coding knowledge in SQL, Python, or the equivalent (SAS, R)

In this role you will:

  • Engage with internal partners to understand business strategy, questions, and goals. Bring structure to business requests, translate requirements into an analytical project approach, and complete analyses.
  • Acquire and compile structured and unstructured data and verify its quality, accuracy, and reasonableness.
  • Perform analyses of historical data to surface trends and insights using advanced analytical methods.
  • Prepare and deliver visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
  • Develop, own, and manage recurring analytic or reporting processes.
  • Mentor, coach, train, and develop junior data analysts. Proactively expand knowledge of business and analytics and shares with team members.
  • Share and document best practices.
  • Participate in special projects and perform other duties as assigned.

*This role will not accept applications that require sponsorship now or in the future. We will also not be reviewing applicants on a student visa*

Special Factors


Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.