Senior Investment Analyst

Vanguard is a company dedicated to the long-term financial wellbeing of its clients. They are seeking a Senior Investment Analyst to transform market data into actionable portfolio strategies and provide asset allocation guidance and investment analysis to clients and internal stakeholders.

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 Vanguard's external publications
• Guides and mentors junior level crew to improve their investment acumen
• Participates in special projects and performs other duties as assigned