Investment Performance Analysis & Attribution, Specialist

The Vanguard Group, Inc.; Malvern (Chester County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Vanguard Group in Malvern, PA is seeking a Performance Analyst to conduct in-depth performance analysis, attribution and reporting for investment portfolios. You will produce accurate measurements, respond to client queries, teach analytics, and collaborate with Risk Management to improve risk-adjusted returns.

The role supports a hybrid work model and requires at least five years of related experience. A finance or accounting background is preferred, and the candidate will help maintain quality

Qualifications

• Minimum of five years related work experience.
• Undergraduate degree or equivalent combination of training and experience.
• Accounting or Finance degree preferred.

Responsibilities

• Conducts in-depth performance analysis, attribution and reporting of investment portfolios.
• Produces accurate performance measurement, attribution and analytical responses to queries and requests from internal and external clients.
• Teaches analytical/technical skills and business acumen.
• Provides thought leadership and support to the global operational model.
• Assists in maintaining oversight process of all outputs, analysis and ad hoc responses to ensure quality levels in accordance with expected results.
• Builds and implements complex calculation models.
• Evaluates risk and performance.
• Interacts with the Risk Management Group to help inform them of results in order to aid the investment management process and enhance risk adjusted returns.
• Keeps up to date with industry standards relating to performance methodology, attribution analysis and benchmark construction.
• Identifies new opportunities in meeting client needs.
• Identifies recent notable activity, assesses information and communicates key findings and trends in a timely manner to senior management.
• Mantains open communication with internal partners to ensure a smooth flow of information and processes.
• Proactively utilizes the resources and systems available to enhance process efficiency, applying a risk and control measures.
• Creates and maintains metrics to evaluate effectiveness, productivity and scalability.
• Participates in special projects and performs other duties as necessary.

Skills

Performance analysis

Attribution analysis

Portfolio reporting

Risk management liaison

Analytical skills

Education

Bachelor's degree or equivalent

Accounting or Finance degree preferred

Job description

Responsibilities

Conducts in-depth performance analysis, attribution and reporting of investment portfolios. Produces accurate performance measurement, attribution and analytical responses to queries and requests from internal and external clients. Teaches analytical/technical skills and business acumen. Provides thought leadership and support to the global operational model. Assists in maintaining oversight process of all outputs, analysis and ad hoc responses to ensure quality levels in accordance with expected results. Builds and implements complex calculation models. Evaluates risk and performance. Interacts with the Risk Management Group to help inform them of results in order to aid the investment management process and enhance risk adjusted returns. Keeps up to date with industry standards relating to performance methodology, attribution analysis and benchmark construction. Identifies new opportunities in meeting client needs. Identifies recent notable activity, assesses information and communicates key findings and trends in a timely manner to senior management. Maintains open communication with internal partners to ensure a smooth flow of information and processes. Proactively utilizes the resources and systems available to enhance process efficiency, applying a risk and control measures. Creates and maintains metrics to evaluate effectiveness, productivity and scalability. Participates in special projects and performs other duties as necessary.

Qualifications

Minimum of five years related work experience. Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.

Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission - we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.