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Vanguard · 17 hours ago

Advice Methodology Analyst, Specialist

Malvern, PA

Full-time

Hybrid

Senior Level

5+ years exp

Vanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking an Advice Methodology Analyst, Specialist to lead the development of changes to their methodology, ensuring compliance and enhancing client investment strategies through research and collaboration with subject matter experts.

FinanceFinancial Services

No H1B

Responsibilities

Leads the development of changes to Vanguard's methodology. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice ahead of external competitive developments

Serves as an expert on the application of Vanguard's methodology in the development of client investment strategies and construction of portfolios. Contributes to overall methodology development

Researches, conducts analyses of and provides recommended changes to investments, portfolio construction, and wealth planning guidance. Ensures compliance with Vanguard methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguard's strategic direction

Serves as a subject matter expert for crew and leaders. Develops and conducts methodology training activities for all crew delivering advice to clients

Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's methodology. Supports investments-related projects to analyze and research opportunities to enhance client investment strategies

Participates in special projects and performs other duties as assigned

Qualification

InvestmentsCFPCFAFinancial marketsMethodology trainingPortfolio constructionWealth planning

Required

Minimum of five years related work experience

Undergraduate degree or equivalent combination of training and experience

Preferred

Three years experience in investments and analytics

Graduate degree

CFP or CFA

Company

Vanguard

Glassdoor3.7

Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Founded in 1975

Kelayres, Pennsylvania, USA

10001+ employees

http://investor.vanguard.com/corporate-portal

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

ic@3401

2017-03-31Non Equity Assistance

Leadership Team

Salim Ramji

Chief Executive Officer

Andrew Maack

Principal, Head of US Equity Index Portfolio Management

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Company data provided by crunchbase