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Investment Performance Analyst, Specialist

Investment Performance Analyst, Specialist

Vanguard GroupOakland, United States
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Responsibilities

  • Supports the Vanguard Personalized Indexing client-facing teams and portfolio managers with account performance reviews, analyticparisons, and attribution analysis.
  • Performs regular audits of daily pre- and post-tax account performance. Proactively identifies and resolves issues.
  • Ability to support daily investment operations activities (reconciliation, corporate actions, etc...) and understand their impact on performance calculations.
  • Project manages and executes annual GIPSpliance inspection. Serves as primary contact to VPI's 3rd party auditor.
  • Facilitates recurring internal GIPSmittee meetings. Manages agenda, surfaces methodology reviews, etc...
  • Monitors and managesposite performance, including owning VPI's proprietary rules-basedposite membership andposite returns calculation tools.
  • Drives improvements in the performance management and operational metrics of the Personalized Indexing business.
  • Ability to work independently with large volumes of data; ability to organize, clean, join and analyze large data sets.
  • Carries out special projects related to Personalized Indexing accounts, performance, and risk.

Qualifications :

  • Minimum five years relevant work experience, preferably in wealth or asset management.
  • Prior experience and demonstrable familiarity with risk measurement, performance measurement and indexing preferred.
  • Excellent with MS Excel. Proficiency with Python, R, MATLAB or similar data analysis tools highly desired.
  • Familiar with the CFA Institute's Global Investment Performance Standards (GIPS) preferred.
  • Undergraduate degree require

    • Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a mission-we're on a mission.

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

    How We Work

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client oues and enrich the employee experience. Job ID 169311

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