Consultatively collaborate with sales teams and senior investment strategists to design and deliver portfolio 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.
Contribute to initiatives to enhance portfolio analytics tools and technology.
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 and presentation skills.
Support the training and development of more junior crew to improve their investment acumen.
Participate in special projects and perform other duties as assigned.

Three years experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience.
Progress towards CFA or CFP preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC) which will be determined by Compliance based on role-specific duties.

Senior Investment Analyst – Specialist

Key skills