Investment Performance Analyst

Vanguard Australia; Melbourne; On-site; AUD 80,000 - 120,000; Full time

Job summary

Vanguard Australia is seeking an Investment Performance Analyst to join their Melbourne team. This role involves delivering insightful performance analysis, mentoring analysts, and improving attribution models. Candidates should have a background in finance or accounting, with preferred qualifications like CIPM or CFA.

Qualifications

• Experience in a Financial Services role.
• CIPM or CFA qualifications preferred.

Responsibilities

• Guide and develop Performance Analysts in performance measurement and analysis.
• Deliver accurate performance analysis and reports.
• Research and resolve complex performance issues.

Skills

Performance Analysis

Attribution Modeling

Mentoring

Collaboration

Education

Undergraduate degree in Accounting or Finance

Job description

Join to apply for the Investment Performance Analyst role at Vanguard Australia

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Vanguard Group still operates under this model, with no external shareholders, meaning no share prices to protect and no profits to generate for outside owners.

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. Vanguard Australia has supported individual investors, financial advisers, and superannuation members for over 25 years to achieve their long-term financial goals.

The Team & Opportunity

Vanguard seeks a skilled Performance Analyst to join our Investment Performance Analysis & Attribution (PA&A) team in Melbourne. In this role, you will contribute to the investment process by delivering accurate, insightful performance analysis to the Investment Management Group (IMG). Responsibilities include resolving complex performance challenges, improving attribution models, and fostering continuous process improvements. You will also mentor fellow analysts, promoting a culture of excellence and collaboration.

Duties & Responsibilities

1. Guide and develop other Performance Analysts in measuring, analyzing, and interpreting the performance of Vanguard's Funds, ETFs, and SMAs.
2. Deliver and oversee accurate performance analysis, reports, and technical requests.
3. Research and resolve complex performance issues.
4. Lead solutions for complex performance and attribution modeling and process improvements.
5. Provide insightful analysis and commentary to support Product Management and Distribution.
6. Collaborate with Risk Management and Fund Financial Services to ensure efficient performance & attribution processes.
7. Offer Investment Performance expertise in projects, presentations, and client meetings.
8. Review and update calculation methodologies as needed.
9. Participate in special projects and perform other duties as assigned.

Qualifications

• Experience in a Financial Services role.
• Undergraduate degree or equivalent experience; Accounting or Finance degree preferred.
• Preferred: CIPM or CFA qualifications.

Inclusion Statement

Vanguard values diversity and inclusion, guiding every decision with integrity. We aim to build diverse, inclusive teams that reflect our clients, empowering our crew to contribute their unique strengths. When our crew feels valued and included, collaboration and innovation thrive, helping us fulfill our purpose: to serve investors fairly and help them succeed.

Additional Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Analyst

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