Direct Indexing Investment Analyst, Specialist

Responsibilities

• Prepares portfolio construction proposals reflecting an understanding of the client's investment objectives and constraints
• Collaborates closely with internal client groups and portfolio managers to provide detailed analysis and consultative expertise to deliver effective and efficient portfolio management strategies and respond to advisors' questions.
• Responsible for monitoring investment portfolios by utilizing a range of operational reporting tools, investment platforms, and systems. Reviews portfolios, identifying essential data required for informed decision-making and conducts thorough review of portfolios.
• Determines if portfolios require additional action and discusses findings and makes recommendations to the portfolio manager.
• Builds relationships with internal departments in support of external clients. Facilitates a successful strategic approach to meet client and business needs.
• Participates in special projects and performs other duties as assigned.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Three years related work experience in the financial services industry or investment operations preferred.
• Completion of CFA or Progress toward completion preferred.
• 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.
• Future of Work
• During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
• When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
• Salary Range:
• $60,000.00 - $96,000.00

Benefits

Additional Information

Supports direct indexing portfolio management and trading activities, client analysis and portfolio management operational procedures. Provides exceptional client outcomes while adhering to regulatory and internal standards.

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