Hybrid Advice Methodology Analyst, Specialist

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About the role

  • 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
  • mentorship and coaching

Job title

Advice Methodology Analyst, Specialist

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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