Support Vanguard’s multi-asset products and model portfolios, through reporting, research and analysis. Collaborate with business and investment teams to ensure the health of our offer, and create & deliver relevant analysis and data for the team, department, and organization.
Communicate portfolio construction, support marketing collateral development and crew education efforts.

Core Responsibilities

• Builds and produces key reports on a regular basis on Vanguard multi-asset offering, industry trends and the Canadian economy.
• Supports the creation of dynamic content used to position Vanguard’s products and models. Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard’s fund line-up. Assists with the creation of thought leadership commentary.
• Supports Vanguard’s Investment Strategy Group by providing economic research including Canadian economic indicators and statistics. Generates appropriate charts, tables on the Canadian economy, obtains and organizes readily available data.
• Ability to conduct portfolio attribution analysis and provide both quantitative and qualitative insights
• Develops and maintains competitor research, analysis, and monitoring that supports better business understanding of competitors’ offerings, drives positioning of Vanguard’s offer, and supports distribution.
• Utilizes department resources to respond to queries. Manages the support process, recommending process guidelines to management and the business.
• Develops and maintains relationships across the organization including the investment teams, sales, marketing, and legal.
• Continues personal development of analytical and presentation skills. Contributes to presentations on economic and investment topic to internal crew and external clients.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Three to five years related work experience, including one year experience in the investment industry.
• Strong interpersonal, analytical and communication skills
• Undergraduate degree or equivalent combination of training and experience with demonstrated success.
• CFA enrollment preferred.

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.