Home
Jobs
Saved
Resumes
Investment Analytics Strategist at Vanguard | JobVerse
JobVerse
Home
Jobs
Recruiters
Companies
Pricing
Blog
Jobs
/
Investment Analytics Strategist
Vanguard
Website
LinkedIn
Investment Analytics Strategist
Scottsdale, Arizona, United States of America
Full Time
2 weeks ago
Visa Sponsor
Apply Now
Key skills
Analytics
Sales
About this role
Role Overview
Consultatively collaborate with sales teams and senior investment strategists to design and deliver portfolio analyses.
Create proposals and provide expert insights to sales in support of advisor needs.
Drive broader team awareness of trends in the financial intermediary industry.
Own and drive initiatives to enhance portfolio analytics tools and technology.
Support the creation of content for sales teams.
Serve as a department expert on data systems and analytical tools.
Support training and development of junior analysts and sales partners.
Requirements
Five years experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.
CFA or CFP preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).
Benefits
Health insurance
Retirement plans
Paid time off
Flexible working arrangements
Professional development
Apply Now
Home
Jobs
Saved
Resumes