Be part of a team where innovation drives real impact. In this role, you'll help shape how Advice and Wealth Management (AWM) approaches portfolio construction through advancing strategies in optimization, rebalancing, tax-loss harvesting, and direct indexing. Your work will bring these capabilities to life across our advice platform, making a tangible difference for clients. We're looking for someone who combines analytical depth with collaborative energy and a passion for turning complex ideas into clear, actionable value. Join us and help set a new standard for excellence in portfolio construction.
Responsibilities :
- Assist in performing complex quantitative analyses to support tax-managed portfolio construction & management strategies.
- Learn and apply theoretical portfolio construction concepts, including risk modeling and optimization techniques, to help develop innovative investment solutions. "Learn by doing" the relationship between risk models and portfolio optimization to design risk-aware portfolio construction and management.
- Prepare written material, presentations, and statistical analyses as needed for clients, prospects, senior management, and the media. This includes pros and cons surrounding different portfolio construction options and provides Vanguard's opinion on the subject matter based on analysis of investment research.
- Present analysis and results internally or externally to Vanguard clients and constituents.
- Participate in group discussions designed to identify and debate investment issues and potential research projects. Develop recommendations on new research topics or methodology issues.
- Participate in special projects and perform other duties as assigned.
Qualifications :
Five years of related work experience, including four years investment management experience. Experience with investment research preferred.Undergraduate degree in finance or economics or equivalent combination of training and experience required. Graduate degree preferred.Understanding of portfolio construction within the wealth management business preferred.Ability to work with large datasets and AWS.Understanding of optimization and risk models (Barra, Axioma, etc.) preferred.Ability to code in Python or similar languages.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.