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Vanguard Lead Performance Analyst in Malvern, Pennsylvania

Come join our team!

We work closely with portfolio managers as well as client facing groups to explain the performance of the portfolios and what the drivers are inclusive of trading strategy, fund positioning, market conditions, and accounting specific impacts. We support >200 funds and $7T in assets globally!

Responsibilities:

  • Conducts in-depth performance analysis, attribution and reporting of investment portfolios.

  • Produces accurate performance measurement, attribution and analytical responses to queries and requests from internal and external clients.

  • Teaches analytical/technical skills and business acumen.

  • Provides thought leadership and support to the global operational model. Assists in maintaining oversight process of all outputs, analysis, and ad hoc responses to ensure quality levels in accordance with expected results.

  • Builds and implements complex calculation models. Evaluates risk and performance. Interacts with the Investment Management and Finance Risk to help inform them of results in order to aid the investment management process and enhance risk adjusted returns. Keeps up to date with industry standards relating to performance methodology, attribution analysis and benchmark construction.

  • Identifies new opportunities in meeting client needs. Identifies recent notable activity, assesses information, and communicates key findings and trends in a timely manner to senior management. Maintains open communication with internal partners to ensure a smooth flow of information and processes.

  • Proactively utilizes the resources and systems available to enhance process efficiency, applying a risk and control measures.

  • Creates and maintains metrics to evaluate effectiveness, productivity, and scalability.

  • Participates in special projects and performs other duties, as necessary.

Qualifications:

  • Undergraduate degree or equivalent combination of training and experience; interest in pursuing of CIPM or CFA preferred.

  • Minimum of three years investment experience.

  • Working knowledge of Vanguard's funds and the investment industry.

  • Proven ability to juggle multiple projects and priorities.

  • Strong quantitative/analytical skills.

  • Strong interpersonal, written, and presentation skills.

  • Ability to work independently and collaboratively.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

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.

Our 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.

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