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As an Investment Consultant, you will work with your clients and prospective clients to develop and implement portfolio solutions that are tailored to their objectives. You'll have ample opportunities to learn from some of the brightest professionals in your field and to benefit from the extensive resources of a $1.4-trillion investment management firm. You'll be an investment professional at an industry-leading company known for its strong ethical practices and client focus. The environment is collaborative and team-oriented, yet individual achievement is recognized and rewarded. We invest in your professional development with ongoing education and training at our award-winning on-site Vanguard University. Set your goals high, and explore this dynamic position with Vanguard. As an Investment Consultant, you will:
- Serve as the relationship owner for assigned Institutional Advisory clients, representing our investment and advisory capabilities to key decision makers, investment committees, and Board members.
- Advise clients on asset allocation, portfolio construction, and fund selection decisions. Consult with clients in the development or adaptation of investment policy statements. Provide discretionary portfolio management and non-discretionary investment consulting to assigned client base.
- Conduct investment reviews for your clients covering the financial markets, and their portfolio results.
- Work closely with our Institutional sales teams to represent VIAS to prospective clients.
- Represent VIAS and the Institutional client viewpoint in the development and enhancement of Vanguard's advisory methodology. Collaborate with colleagues in Investment Counseling & Research and the Investment Strategy Group on investment philosophy and portfolio strategies.
- Learn extensively about Vanguard's funds, advisors and the financial markets.
- Respond to investment-related questions from existing and prospective VIAS clients.
- Write executive summaries for quarterly client reports, commenting on portfolio and fund level performance. Position Requirements:
- Bachelor's degree. MBA and/or specialized financial accreditation such as CFP or CFA preferred.
- Minimum five years work experience, including three to five years of investment-related experience with concentration in portfolio management or analysis.
- Proven experience with external clients and the ability to communicate effectively with a wide range of audiences.
- Excellent written and oral communication skills, including strong presentation skills.
- Experience with non-profit organizations and defined benefit plans preferred.
- Highly-developed analytical skills, including ability to use and interpret portfolio analytics (e.g., performance attribution).
- Superior desktop computing skills including spreadsheet capabilities, database knowledge, and other analytical applications preferred.
- Series 63, 65 and 7 or ability to obtain within 3 months are required.
- Ability to travel Vanguard, a leading financial company, offers a competitive Total Rewards package of cash compensation, benefits, work-life programs, and conveniences. Employment is contingent on a successful drug-screening result, and we maintain a smoke-free work environment. We are an equal opportunity employer committed to diversity in the workplace.
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