Investment Oversight Analyst, Specialist

Vanguard•Malvern, PA

3d•Hybrid

About The Position

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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Requirements

Five years related work experience, including three years experience in portfolio management, analysis, and investment manager evaluation.
Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

Graduate degree preferred.

Responsibilities

Uses quantitative and qualitative inputs to measure investment success of assigned funds and managers.
Develops and presents investment opinions at various forums.
Develops search plans, sources and manages interactions with potential managers.
Documents notes and opinions on manages and advocates for fund and manager changes.
Maintains strong investment industry knowledge.
Utilizes manager evaluation tools and databases, and provides recommendations on new tools when appropriate.
Develops and maintains key internal and external relationships with partners and managers.
Serves as client portfolio manager and subject matter expert for assigned funds.
Presents on fund performance and investment strategy to both internal and external audiences.
Delivers investment reviews to clients and articulates Vanguard's stance on investment related issues.
Supports internal business partners as required.
Provides input on fund positioning to clients and prospects.
Communicates cash flow predictions to product management team.
Advocates for new product development and enhancements to existing products.
Participates in special projects and performs other duties as assigned.