Vanguard Personalized Indexing (VPI) provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations. VPI specializes in ‘direct indexing’, primarily through custom tax managed equity portfolios.
Core Responsibilities:
- Leads in-depth analysis of features & functionality associated with the performance engine. Consults and advises key stakeholders, acts as subject matter and technical expert, identifies and resolves complex performance issues.
- Oversight and review of daily pre- and post-tax performance calculations for all VPI accounts. You will identify and resolve issues with account performance, and own all composite performance management, reporting, and compliance processes, including VPI’s annual Global Investment Performance Standards (GIPS) certification.
- Key Interface with VPI’s engineering teams to improve and drive further automation
- Works closely with operations and client facing teams to help produces and present accurate performance measurement, attribution and analytical responses to complex queries and requests from internal and external clients.
- Serves as subject matter expert for global teams and collaborates with internal and external partners to support global performance analysis teams. Leverages strong industry knowledge to support relationship management.
- Leads digital product management activities for multiple digital products, or one strategic product.
- Collaborates with cross-functional teams to create best practices that drive significant change to the client experience.
- Partners with stakeholders to resolve production and implementation issues in a timely manner, and supports/drives escalations where required to enable rapid delivery.
- Leads the planning, development and implementation of new features as it relates to performance engine. Defines and analyzes markets, developing detailed product features and requirements, and developing implementation plans.
- Employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience.
- Participates in and provides recommendations for ongoing business planning and departmental prioritization activities.
- Ability to work independently with large volumes of data; ability to organize, clean, join and analyze large data sets.
- Participates in special projects and performs other duties as assigned.
Qualifications:
Minimum five years relevant work experience, preferably in wealth or asset management.
Prior experience and demonstrable familiarity with risk measurement, performance measurement and indexing preferred.
Excellent with MS Excel. Proficiency with Python, R, MATLAB or similar data analysis tools highly desired.
Familiar with the CFA Institute’s Global Investment Performance Standards (GIPS) preferred.
Undergraduate degree required.
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.
Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.
As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.
When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).
The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.
Salary Range:
$85,000.00 - $150,000.00Top Skills
Vanguard Charlotte, North Carolina, USA Office
Two North Falls Plaza, Charlotte, NC, United States, 28217
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