Investment Performance Analyst, Specialist

Come join our team!

The Performance Analysis & Attribution team works closely with Fixed Income Portfolio Managers Risk and clientfacing partners to explain portfolio performance across Vanguards global fund range. We provide insight into return drivers including portfolio positioning market movements trading activity and accounting impacts to support informed investment decisionmaking.

This role sits within the Fixed Income Performance Analysis team and supports both active and index fixed income strategies.

Key Responsibilities

• Perform fixed income performance measurement attribution and analysis across daily monthly and adhoc reporting cycles.

• Produce accurate and timely performance and attribution outputs ensuring consistency with benchmarks and internal standards.

• Explain fixed income performance drivers across dimensions such as sector security duration yield curve spread and currency translating technical results into clear investmentrelevant insights.

• Partner with Fixed Income Portfolio Managers Risk and Product stakeholders to support decisionmaking through robust analysis.

• Investigate and resolve performance and attribution breaks using structured rootcause analysis escalating issues appropriately.

• Maintain and enhance performance and attribution models within established frameworks applying industrystandard methodologies.

• Utilise analytical tools and large datasets (e.g. Excel SQL Python) to support analysis automation and efficiency improvements.

• Apply Vanguards risk and control standards to ensure data integrity governance and audit readiness.

• Identify and contribute to opportunities to improve processes scalability and automation.

• Share knowledge and best practices and support team collaboration and development.

• Participate in projects and other duties as required.

Qualifications

• Degree in Finance Economics Mathematics Accounting or a related discipline.

• Undergraduate degree or equivalent experience; interest in CIPM or CFA preferred.

• Three or more years experience in investment performance attribution or a related analytical role.

• Strong knowledge of fixed income markets instruments and portfolio management concepts.

• Experience applying fixed income attribution methodologies and performance measurement techniques.

• Fund accounting knowledge and familiarity with IBOR and ABOR preferred with the ability to explain both investment and accounting impacts on performance.

• Knowledge of BlackRock Solutions Aladdin is advantageous.

• Strong analytical and quantitative skills with the ability to communicate insights clearly.

• Proficiency in Excel and data analysis tools; experience with SQL or Python is beneficial.

• Proven ability to manage multiple priorities with increasing independence.

• Strong written verbal and interpersonal skills.

• Ability to work effectively in a collaborative global environment.

What Good Looks Like in This Role

Performance outputs are consistently accurate timely and trusted

Portfolio managers rely on you for interpretation not just data

You can clearly explain performance to both technical and non-technical audiences

You proactively identify issues before they escalate

You improve processes rather than just operating within them

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.