At a Glance
- Tasks: Analyse investment performance and mentor fellow analysts in a collaborative environment.
- Company: Join Vanguard, a leading investment management company with a unique shareholder structure.
- Benefits: Enjoy competitive salary, professional development, and a diverse, inclusive workplace.
- Other info: Be part of a team that values diversity and fosters innovation.
- Why this job: Make a real impact on investment strategies while growing your career in finance.
- Qualifications: Experience in financial services and a degree in Accounting or Finance preferred.
The predicted salary is between 72000 - 88000 $ per year.
- Join to apply for the
- Investment Performance Analyst role at
- Vanguard Australia
More than 45 years ago, John C.
Bogle had a vision to start an investment company that did things differently.
A company with no external shareholders.
Where all the profits were invested back into the business and used to lower costs.
Vanguard Group still operates under this model, with no external shareholders, meaning no share prices to protect and no profits to generate for outside owners.
Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide.
Vanguard Australia has supported individual investors, financial advisers, and superannuation members for over 25 years to achieve their long-term financial goals.
- The Team & Opportunity
- Vanguard seeks a skilled
Performance Analyst to join our Investment Performance Analysis & Attribution (PA&A) team in Melbourne.
In this role, you will contribute to the investment process by delivering accurate, insightful performance analysis to the Investment Management Group (IMG).
Responsibilities include resolving complex performance challenges, improving attribution models, and fostering continuous process improvements.
You will also mentor fellow analysts, promoting a culture of excellence and collaboration.
Duties & Responsibilities
- Guide and develop other Performance Analysts in measuring, analyzing, and interpreting the performance of Vanguard's Funds, ETFs, and SMAs.
- Deliver and oversee accurate performance analysis, reports, and technical requests.
- Research and resolve complex performance issues.
- Lead solutions for complex performance and attribution modeling and process improvements.
- Provide insightful analysis and commentary to support Product Management and Distribution.
- Collaborate with Risk Management and Fund Financial Services to ensure efficient performance & attribution processes.
- Offer Investment Performance expertise in projects, presentations, and client meetings.
- Review and update calculation methodologies as needed.
- Participate in special projects and perform other duties as assigned.
Qualifications
- Experience in a Financial Services role.
- Undergraduate degree or equivalent experience; Accounting or Finance degree preferred.
- Preferred: CIPM or CFA qualifications.
- Inclusion Statement
Vanguard values diversity and inclusion, guiding every decision with integrity.
We aim to build diverse, inclusive teams that reflect our clients, empowering our crew to contribute their unique strengths.
When our crew feels valued and included, collaboration and innovation thrive, helping us fulfill our purpose: to serve investors fairly and help them succeed.
- Additional Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Analyst
Referrals can increase your chances of interviewing at Vanguard Australia by 2x.
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Investment Performance Analyst in Melbourne employer: Vanguard Australia
Vanguard Australia is an exceptional employer, offering a dynamic work culture that values collaboration and innovation in the heart of Melbourne. Employees benefit from a hybrid working model, competitive remuneration, and ample opportunities for professional growth, making it an ideal place for those seeking meaningful and rewarding careers in finance.
