Lead Performance Analyst at Vanguard

Melbourne, Victoria, Australia

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Minimum of 5 years’ relevant experience in performance analysis or financial services
Undergraduate degree in Accounting, Finance, or equivalent experience (CFA preferred)
Excellent verbal, written and interpersonal communications skills, with confidence presenting to senior management
Familiarity with programming languages such as Python is a plus

Responsibilities

Provide in-depth performance analysis and reporting across investment portfolios
Act as subject matter expert for performance related queries
Provide investment insights to inform portfolio management
Deliver in-depth performance analysis and attribution for investment portfolios, providing actionable insights to stakeholders
Produce accurate performance measurement and analytical responses for internal and external client queries
Build and implement complex calculation models, evaluate risk and performance, and collaborate with Risk Management to enhance risk-adjusted returns
Contribute thought leadership to a global operational model while driving process efficiency and applying robust risk controls
Identify opportunities to meet evolving client needs, assess trends, and communicate key findings to senior management
Stay ahead of industry standards in performance methodology, attribution analysis, and benchmark construction, while engaging in special projects that shape the future of investment performance analysis

Skills

Key technologies and capabilities for this role

Performance AnalysisAttribution AnalysisPortfolio ManagementRisk ManagementCalculation ModelsBenchmark AnalysisInvestment InsightsAnalytical ReportingProcess EfficiencyRisk Controls

Questions & Answers

Common questions about this position

What experience is required for the Lead Performance Analyst role?

A minimum of 5 years’ relevant experience in performance analysis or financial services is required, along with an undergraduate degree in Accounting, Finance, or equivalent experience (CFA preferred).

What skills are needed to succeed in this position?

Excellent verbal, written, and interpersonal communications skills are required, with confidence presenting to senior management; familiarity with programming languages such as Python is a plus.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the company culture like at Vanguard?

Vanguard emphasizes diversity, inclusion, and building highly effective teams, with a commitment to 'Do the right thing' guiding decisions; employees are referred to as 'crew'.

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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