Consultatively collaborate with sales teams and senior investment specialists to design and deliver portfolio and product analyses
Create proposals, highlight competitive takeout opportunities, and provide expert insights to sales and specialists
Develop and maintain awareness of trends in the financial intermediary industry and advisor needs
Support the creation of content used to enable sales to effectively position Vanguard's product lineup
Serve as a department expert on and vendor relationship manager for data systems and analytical tools
Continue personal development of investment/fund analysis skills
Contribute to presentations on investment topics to internal crew and external clients

Undergraduate degree or equivalent combination of training and experience
Two years experience in the Financial Services industry or client services preferred
Foundation of investment acumen preferred
Proficiency with Excel and Power Point preferred
Ability to work both independently and collaboratively in a fast-paced environment

Investment Analyst – Specialist

Key skills