Support Vanguard's multi-asset products and model portfolios, through reporting, research and analysis. Collaborate with business and investment teams to ensure the health of our offer, and create & deliver relevant analysis and data for the team, department, and organization.
Communicate portfolio construction, support marketing collateral development and crew education efforts.

Core Responsibilities

Builds and produces key reports on a regular basis on Vanguard multi-asset offering, industry trends and the Canadian economy.Supports the creation of dynamic content used to position Vanguard's products and models. Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard's fund line-up. Assists with the creation of thought leadership commentary.Supports Vanguard’s Investment Strategy Group by providing economic research including Canadian economic indicators and statistics. Generates appropriate charts, tables on the Canadian economy, obtains and organizes readily available data.Ability to conduct portfolio attribution analysis and provide both quantitative and qualitative insightsDevelops and maintains competitor research, analysis, and monitoring that supports better business understanding of competitors' offerings, drives positioning of Vanguard's offer, and supports distribution.Utilizes department resources to respond to queries. Manages the support process, recommending process guidelines to management and the business.Develops and maintains relationships across the organization including the investment teams, sales, marketing, and legal.Continues personal development of analytical and presentation skills. Contributes to presentations on economic and investment topic to internal crew and external clients.Participates in special projects and performs other duties as assigned.

Qualifications

Three to five years related work experience, including one year experience in the investment industry.Strong interpersonal, analytical and communication skillsUndergraduate degree or equivalent combination of training and experience with demonstrated success.CFA enrollment preferred.

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 outcomes and enrich the employee experience.