Senior Investment Analyst

Core Responsibilities

• Researches client needs and provides internal partners and clients with asset allocation portfolio construction and investment analyses. Develops supporting documentation and meets with clients to deliver findings and recommendations.

• Collaborates with internal investment finance and sales partners to respond to investment-related questions or requests from clients and prospects. Travels with internal partners to provide investment expertise and represent Vanguard at client meetings.

• Maintains and produces quarterly client summaries dashboards and other reports. Ensures reporting accuracy by researching and resolving discrepancies.

• Serves as a department expert on data systems and analytical tools.

• Maintains an in-depth understanding of capital markets asset management and the Financial Services industry as well as a deep awareness of competitors and the performance of Vanguard and non-Vanguard funds. Contributes subject matter expertise to Vanguards external publications.

• Guides and mentors junior level crew to improve their investment acumen.

• Participates in special projects and performs other duties as assigned.

Qualifications

• Five years experience in the Financial Services industry or client services preferred.

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

• CFA or CFP preferred.

• This job requires a regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on role-specific duties.