Vanguard
Financial Services
SeniorInvestmentAnalyst
“Senior Investment Analyst at Vanguard. Skills: Investment analysis, Portfolio strategies, Client relationships. Research client needs. Provide asset allocation guidance”
What You'll Achieve.
Strengthen long-term relationships; Drive informed decisions
Industry & Context.
Resolving discrepancies
No visa sponsorship
What They're Looking For.
Must Have
Five years experience in Financial Services, Undergraduate degree or equivalent, Requires regulatory license/registration
Nice to Have
Five years client services experience, Graduate degree preferred, CFA or CFP preferred
What You'll Do.
Research client needs
Provide asset allocation guidance
Provide portfolio construction analysis
Provide investment analyses
Develop supporting documentation
Meet with clients to deliver findings
Respond to investment-related questions
Respond to client requests
Respond to prospect requests
Travel to client meetings
Represent Vanguard at client meetings
Maintain quarterly client summaries
Produce quarterly client dashboards
Produce other reports
Ensure reporting accuracy
Resolve reporting discrepancies
Serve as department expert on data systems
Serve as department expert on analytical tools
Maintain understanding of capital markets
Maintain understanding of asset management
Maintain understanding of Financial Services industry
Maintain awareness of competitors
Maintain awareness of fund performance
Contribute subject matter expertise to publications
Participate in special projects
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Partner with clients; Partner with internal stakeholders; Collaborate with investment partners; Collaborate with finance partners; Collaborate with sales partners
Communication Scope
Client meetings; Deliver findings; Deliver recommendations
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