Investment Analytics Strategist
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona • Pennsylvania • United States
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About the role
- Consultatively collaborate with sales teams and senior investment strategists to design and deliver portfolio analyses.
- Create proposals and provide expert insights to sales in support of advisor needs.
- Drive broader team awareness of trends in the financial intermediary industry.
- Own and drive initiatives to enhance portfolio analytics tools and technology.
- Support the creation of content for sales teams.
- Serve as a department expert on data systems and analytical tools.
- Support training and development of junior analysts and sales partners.
Requirements
- Five years experience in the Financial Services industry or client services preferred.
- Undergraduate degree or equivalent combination of training and experience.
- Graduate degree preferred.
- CFA or CFP preferred.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible working arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio analysisdata systemsanalytical tools
Soft Skills
collaborationexpert insightstraining and development
Certifications
CFACFPFINRAstate licenseSFC