Advisory Research Centre Analyst

Vanguard; Camden Town; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Camden Town is looking for a candidate to conduct research and insights to aid client decisions. The role involves creating presentations and collaborating with internal teams. Applicants should have experience in asset management, strong Excel skills, and ideally, be pursuing a CFA charter.

Qualifications

• Proven experience in a similar analytical role in asset management.
• Strong communication skills for client interactions.
• Advanced analytical and presentation skills.

Responsibilities

• Conduct research and analysis on financial topics for clients.
• Convert findings into client-facing materials.
• Participate in internal training and present findings.

Skills

Research and analysis

Client-facing communication

Microsoft Excel

Investment industry knowledge

Education

Undergraduate degree or equivalent

CFA charter holder or in progress

Job description

Overview

The successful candidate will conduct research and analysis to generate insights that help our clients make good decisions. Convert the analysis to compelling client presentations. Topics include investing, financial planning and managing advice businesses.

Key Responsibilities

• Conduct research and analysis on investing, financial planning and practice management topics to generate relevant insights for clients. Example topics include (i) converting analysis based on the US market to be relevant for a UK, German or Italian market, and (ii) conducting primary research on a new topic in collaboration with senior specialists in the team
• Convert research and analysis findings into client-facing material, including PowerPoint presentations, articles, white papers, and short interactive formats
• Participate in internal training and communications including training on new thought leadership content. Present research findings and recommendations with clients
• Maintain awareness of thought leadership generated across Vanguard globally, and across the European wealth and asset management industry, and its applicability to Intermediary clients
• Develop and maintain key internal stakeholder relationships across the organization
• Maintain broad knowledge of the investment industry, as well as compliance, regulatory, and departmental policies and procedures

Qualifications

• Proven experience in a similar analytical role in an asset management or similar financial services firm, with experience working in client services or client facing team preferred
• Advanced user of Microsoft Excel
• Undergraduate degree or equivalent combination of training and experience
• Ideal candidates will be a CFA charter holder or be working towards

Special Factors

The Advisory Research Centre is a team of four people delivering relevant, useful and actionable thought leadership to clients across Europe. This role forms the analytical heart of the team, ensuring insights are backed up by a rigorous fact-base.

Equal Employment Opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform [e-mail] if you need assistance completing this application or to otherwise participate in the application process.