Investment Performance Analyst at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Minimum of three years' related work experience
Undergraduate degree or equivalent combination of training and experience
Progress towards professional certification (CFA, CIPM) preferred
Knowledge of financial markets
Strong analytical skills
Python, SQL and Power BI helpful

Responsibilities

Supports the development and implementation of the performance attribution infrastructure to manage, measure, monitor, and report aggregate global equity and/or fixed income investments benchmark relative return
Researches best practices for equity and/or fixed income investment and business activities to control various risks. Gathers and analyzes data from various equity and or fixed income fund management units and provides performance analysis
Supports the development of technology-based tools and metrics, and performs statistical data analysis to report, monitor, measure, and manage various aspects of equity and/or fixed income investment performance. Presents thorough, clear, and insightful analysis to senior leaders, portfolio managers, and risk managers
Utilizes processes, tools, and techniques to evaluate equity and/or fixed income investments models. Provides ongoing model validation
Develops and maintains knowledge of financial markets, quantitative drivers, and general investment themes. Builds an understanding of Vanguard's equity and fixed income investment management functional areas. Provides reporting for client-facing business groups and Vanguard senior leaders based on fund performance
Participates in special projects and performs other duties as assigned

Skills

performance attribution

equity investments

fixed income investments

portfolio risk analysis

statistical data analysis

model validation

financial markets

quantitative analysis

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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