Investment Oversight Analyst, Specialist

Vanguard•Malvern, PA

2d•Hybrid

About The Position

Vanguard is seeking an Investment Oversight Analyst, Specialist to join their team. This role involves preparing oversight materials, analyzing Vanguard's funds and advisors, and contributing to status review meetings. The analyst will develop deep knowledge of Vanguard's offerings, support senior analysts in identifying potential advisors, and maintain a manager search dashboard. The position also includes identifying process improvements, writing commentaries on mutual funds, providing thought leadership, presenting market overviews, and responding to inquiries. Maintaining knowledge of industry trends and participating in special projects are also key aspects of the role. Vanguard is committed to the long-term financial well-being of its clients and fosters a culture of teamwork and continuous learning.

Requirements

Three years related work experience required.
Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

Graduate degree preferred.
CFA preferred.

Responsibilities

Prepares manager oversight memos, annual fund reviews, and monthly fund status materials.
Provides analysis of Vanguard's funds and advisors and participates in status review meetings.
Develops and maintains broad and deep knowledge of Vanguard's funds and advisors.
Assists analysts and client engagement with clients calls and meetings, does not discuss investments directly with clients.
Supports senior analysts with identifying potential advisers and develops list of prospects utilizing databases and industry research.
Monitors and owns the ongoing maintenance of manager search dashboard.
Supports the analysis of potential advisors by constructing background data and memos.
Identifies and recommends process improvements, including reporting enhancements and technology initiatives to support investment product development.
Serves as a subject matter expert and writes commentaries on Vanguard mutual funds.
Provides thought-leadership on investment-related topics.
Presents market and economic overviews to crew and assists in shaping the investment message presented at various forums.
Responds to fund, market, and advisor inquiries and supports internal business partners as required.
Maintains broad knowledge of industry, market, and company trends to understand the investment process and fund performance.
Participates in special projects and performs other duties as assigned.