Analyst Jobs

About The Position

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Three years related work experience in the financial services industry or investment operations preferred.
• Vanguard is not offering visa sponsorship for this position.

Nice To Haves

• Completion of CFA or Progress toward completion preferred.

Responsibilities

• Prepares portfolio construction proposals reflecting an understanding of the client’s investment objectives and constraints
• Collaborates closely with internal client groups and portfolio managers to provide detailed analysis and consultative expertise to deliver effective and efficient portfolio management strategies and respond to advisors’ questions.
• Responsible for monitoring investment portfolios by utilizing a range of operational reporting tools, investment platforms, and systems.
• Reviews portfolios, identifying essential data required for informed decision-making and conducts thorough review of portfolios.
• Determines if portfolios require additional action and discusses findings and makes recommendations to the portfolio manager.
• Conduct reviews to assess portfolio management objectives in alignment with client investment goals.
• Utilizes techniques to identify exceptions or deviations from the established objectives.
• Develop and propose appropriate resolutions through portfolio optimization, which may result in necessary trading actions to realign the portfolio with client goals.
• Builds relationships with internal departments in support of external clients.
• Facilitates a successful strategic approach to meet client and business needs.
• Participates in special projects and performs other duties as assigned.

Benefits

• The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure.
• We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into.
• We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.