Client Research Centre Analyst

Vanguard; Greater London; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

3 days in office

Job summary

Vanguard’s Client Research Centre seeks an analytical professional to convert complex research into client-focused thought leadership. You’ll generate insights on investing, financial planning and advice business management for European clients.

As part of a small team, you’ll be the analytical heart, turning data into compelling client presentations and staying current with regulatory and market developments in the UK and Europe.

Qualifications

• Proven experience in a similar analytical role in asset management or financial services, with client-facing experience preferred.
• Advanced user of Microsoft Excel.
• Undergraduate degree or equivalent combination of training and experience.
• Ideal candidates will be CFA charterholder or pursuing it.

Responsibilities

• Conducts research and analysis on investing, financial planning and practice management topics to generate relevant insights for clients.
• Converts research and analysis findings into client-facing material, including PowerPoint presentations, articles, white papers, and short interactive formats.
• Presents research findings and recommendations to clients and participates in internal trainings and communications.
• Maintains awareness of Vanguard's thought leadership and its applicability to European Intermediary clients.
• Develops and maintains internal stakeholder relationships across the organization.
• Keeps abreast of investment industry knowledge, compliance, regulatory and departmental policies.

Skills

Advanced Excel

Education

Undergraduate degree or equivalent

CFA candidate / Chartered holder

Job description

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.

The Role

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

What It Takes

• 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.

Special Factors

• Vanguard is not offering visa sponsorship for this position
• This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)

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.

Why Vanguard?

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.