Core Responsibilities
Prepares manager oversight memos, annual fund reviews, and monthly fund status materials. Provides analysis of Vanguard's funds and advisors and participates in status review meetings.
Develops and maintains broad and deep knowledge of Vanguard's funds and advisors. Assists analysts and client engagement with clients calls and meetings, does not discuss investments directly with clients. Supports senior analysts with identifying potential advisers and develops list of prospects utilizing databases and industry research.
Monitors and owns the ongoing maintenance of manager search dashboard. Supports the analysis of potential advisors by constructing background data and memos. Identifies and recommends process improvements, including reporting enhancements and technology initiatives to support investment product development.
Serves as a subject matter expert and writes commentaries on Vanguard mutual funds. Provides thought-leadership on investment-related topics. Presents market and economic overviews to crew and assists in shaping the investment message presented at various forums. Responds to fund, market, and advisor inquiries and supports internal business partners as required.
Maintains broad knowledge of industry, market, and company trends to understand the investment process and fund performance.
Participates in special projects and performs other duties as assigned.
Qualifications
Three years related work experience required.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a missionwe'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.
Investment Oversight Analyst, Specialist • Malvern, PA, United States
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