Investment Analyst, Specialist

1 month ago

Charlotte, United States The Vanguard Group Full time

In This Role You Will:

Leads the development of messaging of changes to Vanguard's methodology with respect to financial planning. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice ahead of external competitive developments. Serves as a subject matter expert for crew and leaders. Develops and conducts methodology training activities for all crew delivering advice to clients. Serves as an expert on the application of Vanguard's methodology in the development of financial planning strategies. Contributes to overall methodology development of content for both internal and client-facing applications. Develops an expert-level understanding of financial planning strategies and the related legal, tax, and regulatory issues that impact Vanguard's methodology. Supports projects related to financial planning and the personalized value of advice to analyze and research opportunities to enhance client investment strategies. Researches, conducts analyses of and provides recommended changes to wealth planning guidance. Ensures compliance with Vanguard methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguard's strategic direction. Supports other pillars within the team with messaging around portfolio construction, products/solutions, and value of advice as needed. Participates in special projects and performs other duties as assigned. What it Takes

Minimum of five years related work experience. Three years experience in financial planning, investments and analytics preferred. Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. Completion of Certified Financial Planner(CFP) designation or equivalent certification. Experience presenting complex topics related to personal finance, either in large-scale or 1:1 settings. Specializations that will make an Impact:

Ability to Influence others Leadership Experience Data Visualization Skills Past experience as a Financial Advisor Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

About Vanguard We are Vanguard. Together, we’re changing the way the world invests. For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you

can

get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let’s make it count. Inclusion Statement Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. 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.

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