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Senior Investment Analyst - Client Services

  • Location

    USA-PA-King of Prussia
  • Compensation

    Commensurate
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    18 Nov 2008
  • eFC Ref no

    463172
Join Vanguard, one of the world’s largest investment management companies, as a Senior Investment Analyst, where you’ll evaluate the performance of Vanguard’s funds in relation to financial markets and present your findings to a variety of audiences.

Take your finance career to the next level in a challenging position that hones your investment and analytical skills and increases your sphere of influence. Join Vanguard, one of the world’s largest investment management companies, as a Senior Investment Analyst, where you’ll evaluate the performance of Vanguard’s funds in relation to financial markets and present your findings to a variety of audiences. The ideal candidate will have a thorough understanding of markets and economic principles, as well as technical expertise with equities and fixed income investments. Exemplary presentation skills, exceptional analytical ability and some Institutional client relationship experience are vital to your success.

As a Senior Investment Analyst, you will:

-         Evaluate funds and the performance of financial markets and portfolios.

-         Analyze market and economic data and create presentations for internal and external distribution.

-         Evaluate and present multiple investment styles across asset classes in an in-depth and objective manner.

-         Provide documented analysis of Vanguard's funds, advisors and markets, and tailor discussions of their performance with various audiences.

-         Work with business units to understand client needs; ensure that methodologies are appropriate for the client segment and client portfolio. 

-         Deliver well prepared and articulate presentations to various clients.

-         Write concise and insightful commentary on fund performance.

-         Serve as a resource to those looking for extensive analysis or explanations of fund performance.

Position Qualifications:

-         Bachelor's degree or equivalent training and experience; MBA and/or CFA preferred.

-         Minimum of ten years of experience, including three to five years of investment-related experience with a concentration in portfolio management or analysis.

-         Highly developed analytical skills, including the ability to use and interpret portfolio analytics.

-         Excellent communication, consultation and client management skills.

-         Proficiency with Microsoft Office suite and ability to learn and work with department-specific analytic tools.

-         Ability to travel.

Vanguard, a leading financial company, offers a competitive Total Rewards package of cash compensation, benefits, work-life programs, and conveniences. Employment is contingent on a successful drug-screening result, and we maintain a smoke-free work environment. We are an equal opportunity employer committed to diversity in the workplace.

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