Investment Analytics Strategist, Specialist

Vanguard UK

Hybrid
Portfolio analysis experience
Portfolio construction skills
Financial services industry background
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 incumbent will consultatively collaborate with sales teams to design portfolio analyses that support optimal business outcomes.
  • Vanguard operates on a mission-driven culture focused on the long-term financial wellbeing of clients through a hybrid working model.

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 background

Nice-to-have

  • passion for investments and markets
  • driven to deliver strategic insights
  • collaborative team culture

Key Requirements

  • Five years experience in Financial Services or client services
  • Undergraduate degree required; Graduate degree preferred
  • CFA or CFP certification preferred
  • Regulatory license or registration (e.g., FINRA, SFC) required
  • No visa sponsorship available

Work Rights

Must have right to work in UK; No visa sponsorship provided

Tailored Resume

Cover Letter