Advice Methodology Analyst, Specialist
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Arizona • North Carolina • United States
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Tech Stack
About the role
- Leads the development of changes to Vanguard's methodology
- Partners with subject matter experts and our technology division to design solutions that meet changing business needs, regulatory requirements, and 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, construction of portfolios, and/or delivery of financial planning advice
- Researches, analyzes, and provides recommended changes to our 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
- Anticipates implications, dependencies, and risks of methodology programs, and creatively solutions and escalates accordingly
- 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
- Serves as a mentor and coach to less-tenured crew and contributes to their development
- Participates in special projects and performs other duties as assigned
Requirements
- Minimum of five years related work experience
- Direct experience with financial & investment advice, digital product management, or analyst responsibilities preferred
- Undergraduate degree or equivalent combination of training and experience
- CFP or CFA preferred
- Proficiency with Microsoft Excel, Python, or other analytical applications preferred
- Ability to learn new investment or financial planning concepts quickly.
Benefits
- hybrid working model
- opportunities for personal and professional development
- mentorship and coaching
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial adviceinvestment strategiesportfolio constructionwealth planningcompliancemethodology developmentanalytical applicationsMicrosoft ExcelPython
Soft skills
leadershipmentoringcoachingcommunicationproblem-solvingcreativitycollaboration
Certifications
CFPCFA