Senior Investment Analyst
3 weeks ago
The Investment Oversight Analyst will provide critical support to our investment oversight team, assessing the investment skill of Vanguard's sub-advisory partners.
You will analyze and monitor investment performance, make investment advisor, and make allocation recommendations. Oversee the health of our externally managed funds and engage with high potential perspective manager relationships
This Hybrid role (in office Tues-Wed-Thurs) is based in Malvern, PA
Responsibilities:
- Uses quantitative and qualitative inputs to measure investment success of assigned funds and managers.
- Develops and presents investment opinions at various forums.
- Develops search plans, sources and manages interactions with potential managers. Documents notes and opinions on manages and advocates for fund and manager changes.
- Maintains strong investment industry knowledge. Utilizes manager evaluation tools and databases, and provides recommendations on new tools when appropriate.
- Develops and maintains key internal and external relationships with partners and managers.
- Serves as client portfolio manager and subject matter expert for assigned funds. Presents on fund performance and investment strategy to both internal and external audiences. Delivers investment reviews to clients and articulates Vanguard's stance on investment related issues. Supports internal business partners as required.
- Provides input on fund positioning to clients and prospects. Communicates cash flow predictions to product management team. Advocates for new product development and enhancements to existing products.
Qualifications:
- Minimum of 5-8+ years related work experience, including 3+ years experience in portfolio management, analysis, and investment manager evaluation.
- Background in Investment Management with Quantitative analysis experience required.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
About Vanguard:
Vanguard is a global market leader in investment management. We are committed to providing our clients with the best possible investment experience. Our team of experts works tirelessly to ensure that our clients' investments are managed with the highest level of care and expertise.
Our Core Purpose:
To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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