Client Research & Insights Analyst (Hybrid)

Vanguard; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Join Vanguard’s Client Research Centre to shape insights driving outcomes for financial advisers and investors across Europe. The role conducts research and translates findings into client-ready presentations on investing, financial planning and advice business management.

The team delivers thought leadership with backed analysis. This hybrid UK role requires staying aware of industry developments and building cross-functional relationships.

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 a CFA charterholder or be working towards 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.
• 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.

Skills

Advanced Excel

Education

Undergraduate degree or equivalent

Job description

Join Vanguard’s Client Research Centre to shape insights driving outcomes for financial advisers and investors across Europe. The role conducts research and translates findings into client-ready presentations on investing, financial planning and advice business management.

The team delivers thought leadership with backed analysis. This hybrid UK role requires staying aware of industry developments and building cross-functional relationships.