Investment Oversight Analyst, Specialist

About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Our core purpose remains to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Team & Opportunity
The Oversight & Manager Search team's work directly follows this core purpose by providing oversight of Vanguard's global fund lineup on behalf of Vanguard's Board of Directors. Our team works collaboratively to develop assessments of each investment management team including 24 external firms managing $670M as well as Vanguard's in-house investment management teams. As a global manager selection and research team, we continuously engage with top investment management talent across the world to ensure we are employing best-in-class managers for our products.
We are seeking a Senior Investment Analyst to produce quantitative analysis and glean qualitative insights that inform manager research perspectives. In this role, you'll engage with portfolio managers and analysts, and work with senior investment directors and business partners, to inform Vanguard product decisions.
Vanguard has incredible people and an inspiring mission. If you are interested in making a positive impact on Vanguard's 50 million investors and have a passion for data, research, and working in teams, this is a great opportunity for you.
Senior Investment Oversight Analyst:
Conduct investment and manager research that is scientifically rigorous, timely, and impactful.
Analyze investment outcomes driven by assigned funds and managers and develop well-informed perspectives to influence and inform Vanguard senior leaders.
Support insights gained from due diligence meetings with a data-driven approach to ascertain the drivers of performance.
Support manager search initiatives through analysis of the market and prospective partners, as well as active engagement in search interactions.
Maintain strong investment industry knowledge. Utilize manager evaluation tools and databases and provide recommendations on new tools when appropriate.
Develop and maintain key internal and external relationships with partners and managers.
Provide input on fund positioning to clients and prospects via partnership with the product management team. Advocate for new product development and enhancements to existing products.
Participate in special projects and performs other duties as assigned.
An ideal candidate will have:
Five years related work experience, including at least three years in portfolio management, analysis, investment risk management, and / or manager research and selection.
CFA strongly preferred. MBA, CAIA, CIPM, or FRM is also beneficial.
Proven experience conducting and producing analysis on investment styles and portfolios strongly preferred.
Proven experience managing relationships with business stakeholders preferred. Ability to collaborate and communicate effectively with partners within and outside of the organization.
Experience working with industry tools such as FactSet, StyleResearch, and EVestment required.
Team-first orientation and openness to learning new ideas, skills, and ways of working with a diverse set of teammates.
Undergraduate degree in Economics, Finance, Psychology, Decision Sciences, or equivalent combination of training and experience required. Graduate degree preferred.
This is a hybrid role with Tuesday, Wednesday, Thursday in the Malvern office and Monday and Friday are remote.
Special Factors
Sponsorship
Vanguard is 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.