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Vanguard · 4 hours ago

Direct Indexing Portfolio Management, Senior Specialist

Malvern, PA

Full-time

Onsite

Senior Level, Lead/Staff

$120K/yr - $210K/yr

8+ years exp

Vanguard is committed to the long-term financial wellbeing of its clients. The Senior Specialist in Direct Indexing Portfolio Management is responsible for managing complex direct indexing trading activities, ensuring performance standards are met while adhering to regulatory constraints and delivering exceptional client outcomes.

FinanceFinancial Services

No H1B

Responsibilities

Manages assigned direct indexing portfolios that meet or exceed performance standards consistent with investment objectives, while adhering to client-specified or regulatory restrictions and constraints

Collaborates and partners with investment advisors to deliver complex portfolio construction. Manages strategies for financial planning accounts and set up required personalized indexing capabilities for clients

Analyzes complex portfolio management data and oversees resolution of process issues. Collaborates with internal stakeholders to investigate escalated exceptions within trading instructions

Monitors portfolios trading activity to ensure portfolios track assigned index appropriately and correctly

Ensures the delivery of sophisticated portfolio construction and management strategy for complex financial planning accounts

Develops and maintains relationships with external clients and internal departments to ensure a successful strategic approach to meet client and business needs

Leads changes to departmental policies and procedures. Leads the implementation of workflow changes to meet evolving business needs and maintain adherence to external regulations

Participates in special projects and performs other duties as assigned

Qualification

Direct indexing experiencePortfolio managementFinancial Services knowledgeCFA certificationCFP certificationClient relationship managementAnalytical skillsCollaboration skills