refresh

Trending Companies

Trending

Jobs

JobsVanguard

Business Intelligence, Specialist

Vanguard

Business Intelligence, Specialist

Vanguard

Charlotte, NC; Malvern, PA; Scottsdale, AZ

·

On-site

·

Full-time

·

2w ago

Benefits & Perks

Flexible Hours

Remote Work

Flexible Hours

Remote Work

Required Skills

Tableau

Data Analytics

Data Visualization

Stakeholder Management

Communication

We are seeking a highly skilled and experienced Business Intelligence Specialist to join our Personal Investor Division. The ideal candidate will have over 7 years of experience in the data analytics space within the financial services industry, with a strong focus on designing and delivering compelling business intelligence reports and executive dashboards using Tableau. This role requires a strategic thinker who can lead dashboard consolidation efforts, enhance existing reporting solutions, and champion data storytelling to influence senior leadership and drive business outcomes.

Core Responsibilities:

  • Design and deliver intuitive dashboards, reports, and visualizations that communicate key metrics, trends, and insights to senior leadership.
  • Create compelling executive dashboards using Tableau that are tailored for senior stakeholders.
  • Lead efforts to consolidate and streamline existing dashboards across the division.
  • Maintain and enhance existing BI dashboards to ensure continued relevance and accuracy.
  • Champion the use of data storytelling to influence strategic decisions and drive business outcomes.
  • Ensure complex data sets are presented in a way that is accessible, compelling, and tailored to the audience.
  • Ensure data accuracy, integrity, and consistency across BI tools and reporting environments.
  • Collaborate with data engineering and governance teams to prioritize roadmaps and maintain high data quality standards.
  • Assist in developing the visualization skills of other analysts on the team.
  • Serve as the primary BI partner for executive and senior business leaders, understanding their needs and delivering insights that drive value.
  • Effectively communicate findings and recommendations to both technical and non-technical stakeholders.
  • Influence decision-making through compelling narratives backed by data, promoting a data-driven culture across the business.

Qualifications:

  • 7+ years of experience in data analytics, with a strong background in the financial services industry.
  • Proven expertise in Tableau, with a portfolio of executive dashboards and visualizations.
  • Exceptional communication, presentation, and stakeholder management skills, especially at the executive level.
  • Familiarity with statistical analysis, Python/R, or machine learning concepts.
  • Bachelor's degree (Masters is preferred) in Business, Data Science, Computer Science, Finance, or related field.
  • Experience working with large and complex data sets.
  • Familiarity with data governance and regulatory compliance standards.
  • Experience with cloud-based data platforms (e.g., Snowflake, AWS, Azure).

Special Factors
Sponsorship

Vanguard is 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.

Total Views

0

Apply Clicks

0

Mock Applicants

0

Scraps

0

About Vanguard

Vanguard

A client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services to institutional and individual investors, and financial professionals.

10,001+

Employees

Kelayres

Headquarters

Reviews

3.4

3 reviews

Work Life Balance

2.5

Compensation

3.2

Culture

2.8

Career

3.5

Management

3.0

45%

Recommend to a Friend

Pros

Competitive compensation package with bonuses

Good foundation for career development

Interesting programs aligned with education

Cons

Long commute requirements (2.5 hours)

Mandatory on-site presence multiple days

Pay below industry standards

Salary Ranges

1,532 data points

Junior/L3

Junior/L3 · Client Relationship Associate

529 reports

$60,018

total / year

Base

$55,076

Stock

-

Bonus

$4,942

$46,375

$78,763

Interview Experience

3 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

Recruiter/HR Phone Screen

3

Technical/Case Study Round

4

Final Round Interview

5

Offer

Common Questions

Behavioral/STAR

Technical Knowledge

Case Study

Past Experience

Culture Fit