Senior Investment Analyst, Specialist

Bentley Vanguard

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.
  • Candidates will consultatively collaborate with sales teams to design portfolio analyses that support optimal business and client outcomes.
  • Vanguard is on a mission to lead through product and services that transform clients' lives while fostering a highly collaborative culture.

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 financial markets
  • presentation skills development
  • collaborative team culture

Key Requirements

  • Three years experience in Financial Services or client services
  • Undergraduate degree or equivalent training
  • Regulatory license or registration (e.g., FINRA)
  • Progress towards CFA or CFP preferred

Work Rights

Not specified

Tailored Resume

Cover Letter