Senior Investment Analyst, Specialist

hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role.

Researches client needs and supports the response to client requests by providing investment analyses and recommendations. May communicate solutions and provide investment expertise to clients.

The FAS Product & Portfolio Strategy group sits at the intersection of our investment teams, our sales teams, and our external advisor clients, to help advisors build better portfolios and improve outcomes for their clients. 

The Senior Investment Analyst role is an excellent fit for applicants who are passionate about investments and the financial markets, who have experience with portfolio analysis and portfolio construction, and who are driven to deliver solutions and insights that advance FAS towards its 2030 vision of being a strategic partner for our clients.

Responsibilities

• Consultatively collaborate with sales teams and senior investment strategists to design and deliver portfolio analyses that effectively build advisors' perception of Vanguard as a sophisticated partner and that support optimal business and client outcomes.
• Create proposals, highlight competitive takeout opportunities, and provide expert insights to sales and specialists in support of advisor needs and FAS business objectives.
• Develop and maintain awareness of trends in the financial intermediary industry and advisor needs, market and economic themes and events, and the competitive investment landscape.
• Contribute to initiatives to enhance portfolio analytics tools and technology to remain relevant, sophisticated, and competitive.
• Support the creation of content used to enable sales to effectively position Vanguard's product lineup and thought leadership.
• Serve as a department expert on and vendor relationship manager for data systems and analytical tools.
• Continue personal development of investment/fund analysis skills and presentation skills. Contribute to presentations on investment topics to internal crew and external clients.
• Support the training and development of more junior crew to improve their investment acumen.
• Participate in special projects and performs other duties as assigned.
  
  

Qualifications

• Three years experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Progress towards 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.
  
  

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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.