Advice Methodology Analyst, Senior Specialist

Vanguard Group, Inc.

$100K — $120K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of eight years’ related work experience.
  • Five years in investments and analytics preferred.
  • Undergraduate degree or equivalent training/experience required.
  • Graduate degree preferred for enhanced knowledge.
  • Progress towards or completion of CFP or CFA is advantageous.

Responsibilities

  • Oversee methodology and manage prioritization of strategies.
  • Serve as subject matter expert to design business solutions.
  • Contribute to strategic initiatives for scalable methodology.
  • Ensure effective application of methodology across departments.
  • Act as liaison for methodology implementation plans.
  • Analyze market trends to identify opportunities for improvement.
  • Participate in special projects and perform additional duties.

Benefits

  • Collaborative work environment fostering teamwork.
  • Opportunities for professional development and continuous learning.
  • Access to Vanguard's extensive resources and expertise.
  • Participation in strategic initiatives impacting business direction.
Full Job Description

Responsibilities:

  • Oversees methodology for respective area of advice. Manages the prioritization of and leads the development of strategies and initiatives to incorporate changes in methodology into related technology initiatives or marketing collateral.

  • Serves as the subject matter expert to design solutions to meet changing business needs, and to ensure Vanguard's advice is ahead of external competitive developments.

  • Contributes to strategic initiatives focused on developing scalable methodology and guidance. Supports collaboration across Vanguard with related investment teams. Analyzes impacts of changes in methodology across related departments.

  • Ensures effective application and scalability of Vanguard's methodology. Acts as liaison with other departments to develop methodology implementation and plans.

  • Serves as a subject matter expert for crew and leaders.

  • Analyzes the market for competitive trends. Leads initiatives to identify opportunities to enhance Vanguard's methodology.

  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Minimum of eight years’ related work experience. Five years of experience in investments and analytics preferred.

  • Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

  • Progress towards or completion of advanced degree, CFP or CFA preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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