The Investment Oversight Analyst will provide critical support to our investment oversight team, assessing the investment skill of Vanguard's sub-advisory partners.
You will analyze and monitor investment performance, make investment advisor, and make allocation recommendations. Oversee the health of our externally managed funds and engage with high potential perspective manager relationships
This Hybrid role (in office Tues-Wed-Thurs) is based in Malvern, PA
Responsibilities:
- Uses quantitative and qualitative inputs to measure investment success of assigned funds and managers. Develops and presents investment opinions at various forums.
- Develops search plans, sources and manages interactions with potential managers. Documents notes and opinions on manages and advocates for fund and manager changes.
- Maintains strong investment industry knowledge. Utilizes manager evaluation tools and databases, and provides recommendations on new tools when appropriate.
- Develops and maintains key internal and external relationships with partners and managers.
- Serves as client portfolio manager and subject matter expert for assigned funds. Presents on fund performance and investment strategy to both internal and external audiences. Delivers investment reviews to clients and articulates Vanguard's stance on investment related issues. Supports internal business partners as required.
- Provides input on fund positioning to clients and prospects. Communicates cash flow predictions to product management team. Advocates for new product development and enhancements to existing products.
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Qualifications:
- Minimum of 5-8+ years related work experience, including 3+ years experience in portfolio management, analysis, and investment manager evaluation.
- Background in Investment Management with Quantitative analysis experience required.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.