Research Analyst

Job Type

Full Time




United States


Position: Research Analyst

Reports to: Research & Strategy, Senior Manager

Compensation: This is a full-time, non-exempt, grade 5, LIMITED DURATION position through 6/30/2021

Date : August 2018



The Research Analyst is responsible for driving strategic growth and optimizing profitability within existing and prospective client groups through proprietary research and analysis. This role uses a data-rich approach to explain problems and opportunities within the client base, highlighting client needs and recommending solutions. The role is responsible for collecting and analyzing data to inform strategies for the organization.



  • Engages in thoughtful analytical design. Identifies and develops objectives, methodology, action plan, and success measures. Conducts analytic projects, from defining data needed through gathering, analyzing, reporting, and presenting information, in order to answer strategic and tactical questions arising from organizational and the Research & Strategy Group’s initiatives.
  •  Proactive contributor to a quality control process that ensures the integrity of data, leveraging a statistical analytical tool (e.g. SAS, R, Python) rather than Excel workbooks.
  • Develops and maintains standard reports on a regular basis.
  • Studies client data proactively to discover and raise for review key operational and behavioral trends.
  • Meets with key stakeholders to fully understand questions and needs and contributes to methodology development and leads analysis to address needs. In partnership with stakeholders, recommends final solutions. Delivers recommendations through presentations, consultation, or formal briefings.
  • Supports product/service development and marketing/outreach by leveraging internal (e.g. client profiles, behavioral trends) and external data (e.g. surveys, third party research) for analysis.
  • Consults with Marketing and operational business partners on how data can inform initiatives and day-to-day decision making.
  • Monitors changes and new trends in the donor-advised fund and philanthropic industries.
  • Understands the roles and responsibilities as a staff member to Vanguard Charitable’s Business Contingency Program. Positively influences and supports the organization toward meeting contingency business objectives. Provide business contingency planning support.
  • Supports Ready Reserves as requested.
  • Perform other duties as assigned.




  • Undergraduate degree in an analytically oriented major, such as economics, statistics, marketing research or an applied social science, or equivalent combination of training and experience. Academic training in basic applied statistics. Master’s degree preferred.
  • 3+ years of analytical experience. Proven analysis skills.
  • Leverages strong critical thinking and collaboration skills to determine how to approach and solve problems with a team
  • Broad knowledge of the charitable industry, knowledge of donor-advised funds a plus.
  • Strong experience using sophisticated analytical tools, such as SAS, R Studio, or Python. Strong Excel and/or Access database skills in data manipulation and presentation.
  • Solid verbal and written communication capabilities for purposes of presenting data/findings.
  • Superior testing and quality control skills and attitude. Detail oriented with strong organizational skills.
  • Work independently; work collegially with all levels of personnel.
  • Ability to handle multiple projects simultaneously and with minimal supervision.

Vanguard Charitable is not offering employment based sponsorship. Employment is contingent on a successful drug-screening.

Professional Level

None specified

Minimum Education Required

No requirement