Investment Oversight Analyst, Specialist
Malvernonsitemid
Posted today · via Workday
About this role
Core Responsibilities 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 develops list of prospects utilizing databases and industry research. Monitors and owns the ongoing maintenance of manager search dashboard. Supports the analysis of potential advisors by constructing background data and memos.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Malvern. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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