The Product & Portfolio Strategy team within Vanguard's Financial Advisor Services division is on a mission to help advisors build better portfolios and improve outcomes for their clients. The team sits at the intersection of our investment and sales groups and plays a critical role in developing portfolio and product analyses and insights to advance client relationships and drive business outcomes.
Responsibilities of the Investment Analyst role include:
- Consultatively collaborate with sales teams and senior investment specialists to design and deliver portfolio and product analyses that effectively build advisors' perception of Vanguard as a sophisticated partner.
- 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.
- 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.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Undergraduate degree or equivalent combination of training and experience.
- Two years experience in the Financial Services industry or client services preferred.
- Foundation of investment acumen preferred.
- Proficiency with Excel and Power Point preferred.
- Ability to work both independently and collaboratively in a fast-paced environment.
Special Factor(s):
Licensing
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit, and public records search in accordance with FINRA regulations.
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.
