Core Responsibilities
1. Completes rotation objectives across four investment focused business areas. Delivers high quality results for all projects and assignments during the course of each rotation; applies the overall department goals to accomplish specific project assignments.
2. Collects, and analyzes investment data from internal and external data sources, drawing inferences and presenting the data in clear and concise format.
3. Demonstrates high quality service to all inquiries, including internal and/or external clients, by providing thorough and accurate information in a timely manner. Utilizes excellent CRM skills to establish effective and productive relationships in order to gain and maintain trust and respect.
4. Participates in projects. Works with various stakeholders to determine scope, gather requirements and data, recommend and implement solutions. Works with appropriate parties to plan, schedule, coordinate and manage business activities required to deliver project solutions.
5. Takes ownership of personal and professional development through: participation in program initiated meetings and projects, attending all training sessions required by the program or rotational assignments and creating and maintaining a personal plan to track development and accomplishments throughout the year.
6. Develops a strong understanding of Vanguard's products, investment methodology, the industry, industry dynamics, and all relevant systems to complete projects as assigned.
7. Navigates investment management departments by building a comprehensive network of contacts that can be leveraged to complete assigned tasks.
8. Demonstrates accountability for issues by accepting ownership throughout the problem resolution process.
9. Develops a broad understanding of the Vanguard Divisions, strategies, and initiatives and a deep understanding of the IMG division.
10. Participates in special projects and performs other duties as assigned.
Qualifications
- Experience in financial services or investment management preferred.
- Undergraduate degree required. Degree in Finance, Economics, Statistics, Math, Accounting, or Computer Science preferred.
- Pursuit of the Chartered Financial Analyst (CFA) Certification is strongly encouraged.
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.
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What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
