Provides portfolio and investment analysis, consulting and research to Vanguard's clients.Provides portfolio and investment analysis, consulting and research to Vanguard's clients.
The Role
The successful candidate will conduct research and analysis to generate insights that help our clients make good decisions. Convert the analysis to compelling client presentations. Topics include investing, financial planning and managing advice businesses.
Team overview
The Advisory Research Centre is a team of four people delivering relevant, useful and actionable thought leadership to clients across Europe. This role forms the analytical heart of the team, ensuring insights are backed up by a rigorous fact-base.
Core responsibilities
1. Conducts research and analysis on investing, financial planning and practice management topics to generate relevant insights for clients. Example topics include (i) converting analysis based on the US market to be relevant for a UK, German or Italian market, and (ii) conducting primary research on a new topic in collaboration with senior specialists in the team
2. Converts research and analysis findings into client-facing material, including PowerPoint presentations, articles, white papers, and short interactive formats
3. Participates in internal training and communications including training on new thought leadership content. Presents research findings and recommendations with clients
4. Maintains awareness of thought leadership generated across Vanguard globally, and across the European wealth and asset management industry, and its applicability to Intermediary clients
5. Develops and maintains key internal stakeholder relationships across the organization
6. Maintains broad knowledge of the investment industry, as well as compliance, regulatory, and departmental policies and procedures
What it takes
7. Proven experience in a similar analytical role in an asset management or similar financial services firm, with experience working in client services or client facing team preferred
8. Advanced user of Microsoft Excel
9. Undergraduate degree or equivalent combination of training and experience.
10. Ideal candidates will be a CFA charter holder or be working towards
Special Factors
11. Vanguard is not offering sponsorship for this position
12. This is a hybrid position and would require you to work in the London office Tuesday-Thursday
Why Vanguard?
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.
This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
It's what we stand for: value to investors.
Inclusion Statement
Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Our commitment to equal employment opportunity
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias.
Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform careers@vanguard.com if you need assistance completing this application or to otherwise participate in the application process.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.