Are you passionate about the dynamic world of equity markets? Do you have a keen understanding of fund-to-fund equity strategies? If so, we have an exciting opportunity for you!
As an Equity Performance Specialist, you will play a pivotal role in the investment process as our team looks to explain the value add of our portfolio managers. Your expertise in the equity markets will help as we look to continue to dive deeper into the risk in the funds as well as some of the alpha generating strategies to deliver a best in class attribution offer for both our internal partners such as the Investment Management Group as well as our client facing partners in PRD, FAS, and IIG.
Duties & Responsibilities
- Conducts in-depth performance analysis, attribution, and reporting of Vanguard's equity investment portfolios.
- Produces accurate performance measurement, attribution and analytical responses to queries and requests from internal and external clients.
- Teaches analytical/technical skills and investment acumen.
- Provides thought leadership and support to the global operational model. Assists in maintaining oversight process of all outputs, analysis and ad hoc responses to ensure quality levels in accordance with expected results.
- Builds and implements complex calculation models based on portfolio manager trading strategies.
- Evaluates risk and performance. Interacts with the Investment Risk to help inform them of results in order to aid the investment management process and enhance risk adjusted returns. Keeps up to date with industry standards relating to performance methodology, attribution analysis and benchmark construction.
- Identifies new opportunities in meeting client needs. Identifies recent notable activity, assesses information and communicates key findings and trends in a timely manner to senior management. Maintains open communication with internal partners to ensure a smooth flow of information and processes.
- Proactively utilizes the resources and systems available to enhance process efficiency, applying a risk and control measures.
- Creates and maintains metrics to evaluate effectiveness, productivity and scalability.
- Participates in special projects and performs other duties as necessary.
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Qualifications
- Undergraduate degree or equivalent combination of training and experience; interest in pursuing of CIPM or CFA preferred.
- Minimum of three years investment experience.
- Working knowledge of Vanguard's funds and the investment industry.
- Strong quantitative/analytical skills.
- Strong interpersonal, written, and presentation skills.
- Ability to work independently and collaboratively.
- Proven ability to juggle multiple projects and priorities.
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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report .
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.