More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.
Our Team & Opportunity
Part of our growing Technology division, the Chief Data Analytics Office (CDAO) team is responsible for transforming how our crew use data so that clients and investors can thrive. Our mission is to accelerate Vanguard's growth, clients, crew, and client experience by using data to inform and elevate every decision. We power information through data - improving outcomes, guiding strategies, and changing behaviour.
We have an exciting opportunity for a client focused Data Analyst to join a highly passionate team that is dedicated to improving the outcomes and experience of our Advisers through sales and marketing analytics. This role will influence through analysis of data, performance measurement, assessment of trends and development of actionable insights and recommendations . It's an impactful role for a commercially astute analyst who is seeking an innovative and results oriented environment.
What you will do
- 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.
- Work closely with Data Engineers, DataOps and Data Scientists to develop the Data & Analytics framework - Data Lake, Enterprise Data Warehouse solutions, ad-hoc reports and insights.
- Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
- Performs analys i s 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.
- May own and manage recurring analytic or reporting processes.
- Liaise with both technical and business stakeholders directly to ensure business aligned delivery
What We Are Looking For
- Experience developing Tableau reports and visualisations on an AWS eco-system and on-prem environments to deliver insightful analysis and reporting solutions
- Sound knowledge in SQL, ERD and Dimensional Modelling including with ETL processes/data integration frameworks, such as with Data Lake houses, Data Warehouses and Data Lakes
- Strong written and oral communication skills and presentation skills with the a bility to translate business needs to system and software/data requirements.
- Experience participating in scrum-based agile teams
- A s elf- s tarter who's c omfortable with a mbiguity and d emonstrable l earning a gility .
- Capability to question the status quo, challenge yourself and the business on the value that will be delivered to our customers with clear justification for change.
- Degree qualified in a relevant commercial, analytical or mathematical discipline
Specialisations that will make an impact:
- Knowledge of the financial services industry , particularly Investment Management .
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.