Vanguard seeks Analyst to enhance financial advice solutions, guiding clients through investment methodologies. Collaborate with teams for compliance and strategic direction.
Responsibilities
Leads the development of changes to Vanguard's methodology
Partners with subject matter experts and our technology division to design solutions that meet changing business needs, regulatory requirements, and position Vanguard's advice ahead of external competitive developments
Serves as an expert on the application of Vanguard's methodology in the development of client investment strategies, construction of portfolios, and/or delivery of financial planning advice
Researches, analyzes, and provides recommended changes to our investments, portfolio construction, and 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
Anticipates implications, dependencies, and risks of methodology programs, and creatively solutions and escalates accordingly
Serves as a subject matter expert for crew and leaders
Develops and conducts methodology training activities for all crew delivering advice to clients
Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's methodology
Serves as a mentor and coach to less-tenured crew and contributes to their development
Participates in special projects and performs other duties as assigned
Requirements
Minimum of five years related work experience
Direct experience with financial & investment advice, digital product management, or analyst responsibilities preferred
Undergraduate degree or equivalent combination of training and experience
CFP or CFA preferred
Proficiency with Microsoft Excel, Python, or other analytical applications preferred
Ability to learn new investment or financial planning concepts quickly.
Benefits
hybrid working model
opportunities for personal and professional development
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