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Vanguard · 17 hours ago

Investment Analyst, Specialist

Malvern, PA

Full-time

Hybrid

Entry Level

2+ years exp

Vanguard is a leading financial services company focused on the long-term financial wellbeing of clients. The Investment Analyst role involves collaborating with sales teams to deliver portfolio analyses, supporting advisor needs, and maintaining awareness of industry trends.

FinanceFinancial Services

No H1B

Responsibilities

Consultatively collaborate with sales teams and senior investment specialists to design and deliver portfolio and product analyses that effectively build advisors' perception of Vanguard as a sophisticated partner

Create proposals, highlight competitive takeout opportunities, and provide expert insights to sales and specialists in support of advisor needs and FAS business objectives

Develop and maintain awareness of trends in the financial intermediary industry and advisor needs, market and economic themes and events, and the competitive investment landscape

Support the creation of content used to enable sales to effectively position Vanguard's product lineup and thought leadership

Serve as a department expert on and vendor relationship manager for data systems and analytical tools

Continue personal development of investment/fund analysis skills and presentation skills. Contribute to presentations on investment topics to internal crew and external clients

Participates in special projects and performs other duties as assigned

Qualification

Investment acumenExcelPower PointFinancial Services experiencePresentation skillsCollaborative workIndependent work

Required

Undergraduate degree or equivalent combination of training and experience

Ability to work both independently and collaboratively in a fast-paced environment

Preferred

Two years experience in the Financial Services industry or client services

Foundation of investment acumen

Proficiency with Excel and Power Point

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

Recent News

IndiaTimes

MSTR stock jumps as Vanguard makes first $505 million investment in Strategy

2026-01-20

PR Newswire

Vanguard Appoints Natalie Lamarque as Chief Legal Officer

2025-09-05

citybiz

Vanguard Managing Director Karin Risi to Retire

2025-03-15

Company data provided by crunchbase