Senior Investment Analyst, Specialist

Vanguard Australia

Hybrid
Portfolio analysis experience
Portfolio construction skills
Financial services industry experience
The role sits at the intersection of investment teams, sales teams, and external advisor clients to help build better portfolios

Job Summary

  • The role sits at the intersection of investment teams, sales teams, and external advisor clients to help build better portfolios.
  • The Senior Investment Analyst will consultatively collaborate with sales teams to design portfolio analyses that support optimal business outcomes.
  • Vanguard operates on a hybrid working model designed to capture flexibility while enabling in-person learning and collaboration.

Matching Summary

The role sits at the intersection of investment teams, sales teams, and external advisor clients to help build better portfolios.

Skills & Requirements

Must-have

  • portfolio analysis experience
  • portfolio construction skills
  • financial services industry experience

Nice-to-have

  • passion for investments and markets
  • driven to deliver solutions
  • strong presentation skills

Key Requirements

  • Three years experience in Financial Services
  • Undergraduate degree or equivalent
  • Regulatory license or registration required
  • Progress towards CFA or CFP preferred

Work Rights

Must have Australian work rights

Tailored Resume

Cover Letter