Senior Investment Analyst

Provides portfolio and investment analysis, consulting and research to Vanguard's clients. Serves as an internal and external subject matter expert and as a leader for junior crew members.

Core 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.

Qualifications

• Five years experience in the Financial Services industry or client services preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA or CFP preferred.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

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.