Investment Analyst, Specialist

The Vanguard Group • Scottsdale, PA

15d • Hybrid

About The Position

The Product & Portfolio Strategy team within Vanguard's Financial Advisor Services division is on a mission to help advisors build better portfolios and improve outcomes for their clients. The team sits at the intersection of our investment and sales groups and plays a critical role in developing portfolio and product analyses and insights to advance client relationships and drive business outcomes. Responsibilities of the Investment Analyst role include: Consultatively collaborate with sales teams and senior investment specialists to design and deliver portfolio and product analyses that effectively build advisors' perception of Vanguard as a sophisticated partner. Create proposals, highlight competitive takeout opportunities, and provide expert insights to sales and specialists in support of advisor needs and FAS business objectives. Develop and maintain awareness of trends in the financial intermediary industry and advisor needs, market and economic themes and events, and the competitive investment landscape. Support the creation of content used to enable sales to effectively position Vanguard's product lineup and thought leadership. Serve as a department expert on and vendor relationship manager for data systems and analytical tools. Continue personal development of investment/fund analysis skills and presentation skills. Contribute to presentations on investment topics to internal crew and external clients. Participates in special projects and performs other duties as assigned.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Ability to work both independently and collaboratively in a fast-paced environment.

Nice To Haves

• Two years experience in the Financial Services industry or client services preferred.
• Foundation of investment acumen preferred.
• Proficiency with Excel and Power Point preferred.

Responsibilities

• Consultatively collaborate with sales teams and senior investment specialists to design and deliver portfolio and product analyses that effectively build advisors' perception of Vanguard as a sophisticated partner.
• Create proposals, highlight competitive takeout opportunities, and provide expert insights to sales and specialists in support of advisor needs and FAS business objectives.
• Develop and maintain awareness of trends in the financial intermediary industry and advisor needs, market and economic themes and events, and the competitive investment landscape.
• Support the creation of content used to enable sales to effectively position Vanguard's product lineup and thought leadership.
• Serve as a department expert on and vendor relationship manager for data systems and analytical tools.
• Continue personal development of investment/fund analysis skills and presentation skills.
• Contribute to presentations on investment topics to internal crew and external clients.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level