Investment Oversight Analyst, Specialist

About the role

Prepares manager oversight memos, annual fund reviews, and monthly fund status materials. Provides analysis of Vanguard's funds and advisors and participates in status review meetings.

Develops and maintains broad and deep knowledge of Vanguard's funds and advisors. Assists analysts and client engagement with clients calls and meetings, does not discuss investments directly with clients. Supports senior analysts with identifying potential advisers and developing a list of prospects utilizing databases and industry research.

Maintains the ongoing maintenance of the manager search dashboard. Supports the analysis of potential advisors by constructing background data and memos. Identifies and recommends process improvements, including reporting enhancements and technology initiatives to support investment product development.

Serves as a subject matter expert and writes commentaries on Vanguard mutual funds. Provides thought-leadership on investment-related topics. Presents market and economic overviews to crew and assists in shaping the investment message presented at various forums. Responds to fund, market, and advisor inquiries and supports internal business partners as required.

Maintains broad knowledge of industry, market, and company trends to understand the investment process and fund performance.

Participates in special projects and performs other duties as assigned.

Qualifications

• Three years related work experience required.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFA 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.

Our Commitment to Equal Employment Opportunity

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

Empowered to Learn, Grow, and Thrive

Rajesh D. “Over the past 24 years, I’ve had the privilege of being part of Vanguard that is truly client-owned. What makes this place exceptional is its culture of niceness and collaboration. It’s more than just a job; it’s a place where you can grow, make meaningful contributions, and be part of a supportive, inclusive community. Every day, I am inspired by the dedication of my colleagues and the genuine care we have for our clients. Vanguard is where I and my work truly matters and where one can build a rewarding and fulfilling career.” Akua A. “I discovered my niche in cybersecurity at Vanguard through a combination of IT roles and the Technology Leadership Program. My initial IT roles provided me a solid technical foundation, while the leadership program offered exposure to various facets of technology and strategic thinking. The highly collaborative environment at Vanguard, combined with access to cutting-edge technology and continuous learning opportunities, solidified my commitment to cybersecurity. This specialization not only leverages my skills and interests but also provides a profound sense of purpose, knowing that my work directly contributes to the safety and trust of our clients.” Diane T. “What has always stood out to me about Vanguard is the people, our crew. Throughout my Vanguard journey, I’ve gotten a chance to explore various roles in security which has helped me navigate my career, and I have had the opportunity to work with the most incredible, supportive team members and leaders who truly care about me. Vanguard is truly the best place to work.” Kelly P. “When I was seeking an employer, I was looking for somewhere I could grow, be challenged, collaborate with others who encourage diversity of thought and innovation, and do purposeful, value-driven work that truly makes a difference. I am fortunate to not only have found that during my tenure at Vanguard, but also to find a place where I can build a long and engaging career, experience many milestones (like earning an MBA, getting married, and starting a family), and mentor others who are seeking to do the same. Our mission, combined with our distinctive culture and an encouragement to learn continuously has given me a great opportunity to develop in ways I never imagined!” Megan M. “Vanguard is not just a great place to work—it is a great place to have a career! As a company, we promote continuous learning and rotations which has allowed me to grow as a technical professional and as a leader. I have been encouraged to take on novel challenges and mentored to hone new skills preparing me for roles that I never imagined.” Rehana V. “Having started my career at Vanguard, I like to say I grew up here. During my time here, I have received endless support and opportunities for growth and learning. From supporting my diverse needs and perspectives, to affording me the flexibility to meet my personal obligations, Vanguard’s commitment to their crew has helped me grow into the best version of myself. Vanguard’s collaborative culture and mission driven purpose permeates throughout the organization, motivating and inspiring each of us to stay focused and relentlessly client driven.” Brooke G. “Vanguard has been an incredible place to start and grow my career! From the day I stepped on campus as an intern, I have witnessed and been part of a community that offers a supportive environment, opportunities for continuous learning, and meaningful work that aligns with my values and passions. The emphasis that Vanguard puts on personal and professional growth has allowed me to expand my expertise and tackle new challenges, keeping each role dynamic and exciting. I feel grateful to walk into