Senior Investment Analyst

Bring investment insights to life by transforming market data into actionable portfolio strategies. In this role, you’ll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions and strengthens long-term relationships. Core Responsibilities

• Research client needs and provide internal partners and clients with asset allocation, portfolio construction, and investment analyses. Develop supporting documentation and meet with clients to deliver findings and recommendations.
• Collaborate with internal investment, finance, and sales partners to respond to investment-related questions or requests from clients and prospects. Travel with internal partners to provide investment expertise and represent Vanguard at client meetings.
• Maintain and produce quarterly client summaries, dashboards, and other reports. Ensure reporting accuracy by researching and resolving discrepancies.
• Serve as a department expert on data systems and analytical tools.
• Maintain 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. Contribute subject matter expertise to Vanguard’s external publications.
• Guide and mentor junior-level crew to improve their investment acumen.
• Participate in special projects and perform other duties as assigned.

• 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.

Vanguard is not offering visa sponsorship for this position.