Client Research Centre Analyst

Vanguard; City of Westminster; Hybrid; GBP 42,000 - 62,000; Full time

Job summary

Vanguard's Client Research Centre in the UK seeks an analytical professional to transform complex research into compelling client-focused thought leadership. You will contribute to data-driven insights on investing, financial planning and advice business management for advisers and investors across Europe.

The role is hybrid, requiring office presence 3 days per week, and involves collaborating with senior specialists to deliver impactful client presentations and thought leadership.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Ideal candidates will be CFA charterholders or pursuing it.
• Advanced Excel skills.

Responsibilities

• Conducts research and analysis on investing, financial planning and practice management topics to generate insights for clients.
• Converts research findings into client-facing material, including PowerPoint presentations, articles and white papers.
• Presents research findings and recommendations to clients and participates in internal training.
• Maintains awareness of Vanguard thought leadership and industry developments across Europe.
• Develops and maintains internal stakeholder relationships across the organisation.
• Keeps knowledge of investment industry regulations, compliance policies and procedures.

Skills

Advanced Excel

Analytical thinking

Education

Undergraduate degree

CFA Charterholder or candidate

Tools

PowerPoint

Job description

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. The Client 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.

Core responsibilities

• Conducts 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
• Converts research and analysis findings into client-facing material, including PowerPoint presentations, articles, white papers, and short interactive formats
• Participates in internal training and communications including training on new thought leadership content. Presents research findings and recommendations with clients
• Maintains awareness of thought leadership generated across Vanguard globally, and across the European wealth and asset management industry, and its applicability to Intermediary clients
• Develops and maintains key internal stakeholder relationships across the organization
• Maintains broad knowledge of the investment industry, as well as compliance, regulatory, and departmental policies and procedures
• Join Vanguard's Client Research Centre and help shape the insights that drive better outcomes for financial advisers and investors across Europe. We are looking for a curious, analytical professional who can turn complex research into compelling, client-focused thought leadership. Working alongside a team of experienced specialists, you'll play a key role in delivering data-driven insights on investing, financial planning, and advice business management to some of the industry's leading firms. 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 charterholder or be working towards it.
• This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

Special Factors

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments. It's what we stand for: value to investors. 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.

This role encompasses activities that fall within the remit of UK Financial Conduct Authority ('FCA') regulation. The successful candidate will therefore be subject to UK regulatory requirements in relation to conduct rules, regulatory references and the assessment of fitness and propriety, knowledge, experience and competence. Where appropriate, the role may also be subject to approval by the UK FCA.