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Company

Original Job Post

Vanguard · 2 days ago

Senior Investment Oversight Analyst

Malvern, PA

Full-time

Hybrid

Senior Level

5+ years exp

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FinanceFinancial Services

H1B Sponsorship

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Responsibilities

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Portfolio ManagementInvestment Risk ManagementManager ResearchInvestment AnalysisRelationship ManagementIndustry Tools FactSetIndustry Tools StyleResearchIndustry Tools EVestmentProblem-SolvingCollaborationCommunicationTeamworkAdaptabilityGraduate Degree

Required

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.

Preferred

Graduate degree preferred.

Company

Vanguard

Glassdoor

3.7

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

Founded in 1975

Kelayres, Pennsylvania, USA

10,001+ employees

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

H1B Sponsorship

Vanguard has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (123)

2022 (310)

2021 (228)

2020 (98)