Investment Performance Analysis & Attribution, Specialist

Vanguard•Malvern, PA

1d•Hybrid

About The Position

Conducts in-depth performance analysis, attribution, and reporting for investment portfolios. Produces accurate performance measurement, attribution, and analytical responses to requests from internal and external clients. Teaches analytical and technical skills as well as business acumen, and provides thought leadership and support for the global operational model. Helps maintain oversight of outputs, analysis, and ad hoc responses to ensure quality meets expected results. Builds and implements complex calculation models, evaluates risk and performance, and works with the Risk Management Group to communicate results that support the investment management process and enhance risk-adjusted returns. Keeps current with industry standards in performance methodology, attribution analysis, and benchmark construction. Identifies opportunities to meet client needs, assesses notable activity and trends, and communicates findings to senior management. Maintains communication with internal partners to support smooth information and process flows. Uses available resources and systems to improve process efficiency while applying risk and control measures. Creates and maintains metrics to evaluate effectiveness, productivity, and scalability. Participates in special projects and performs other duties as necessary. Vanguard describes its work model as hybrid for the majority of crew members, combining flexibility with in-person learning, collaboration, and connection.

Requirements

Minimum of five years of related work experience.
Undergraduate degree or an equivalent combination of training and experience.

Nice To Haves

Accounting or Finance degree preferred.

Responsibilities

Conduct in-depth performance analysis, attribution, and reporting of investment portfolios.
Produce accurate performance measurement, attribution, and analytical responses to internal and external client queries and requests.
Teach analytical and technical skills and business acumen.
Provide thought leadership and support for the global operational model.
Help maintain oversight of outputs, analysis, and ad hoc responses to ensure quality meets expected results.
Build and implement complex calculation models; evaluate risk and performance.
Work with the Risk Management Group to communicate results that inform investment management and support risk-adjusted returns.
Keep up to date with industry standards in performance methodology, attribution analysis, and benchmark construction.
Identify opportunities to meet client needs; assess notable activity and communicate key findings and trends to senior management in a timely manner.
Maintain open communication with internal partners to support smooth information and process flows.
Use available resources and systems to improve process efficiency while applying risk and control measures.
Create and maintain metrics to evaluate effectiveness, productivity, and scalability.
Participate in special projects and perform other duties as necessary.