AWM Portfolio and Market Strategist, Senior Specialist - Malvern
22 hours ago
Job description
As a senior member of Vanguard's Advice Enablement & Thought Leadership Team, you will serve as a leading voice in Advice & Wealth Management investment strategy and portfolio construction, translating complex market research and multi-asset insights into actionable guidance for Vanguard financial advisors and clients. This role is critical to reinforcing Vanguard's position as a trusted leader in investment thought leadership and scalable advice solutions.
You will help shape the evolution of our investment methodology, ensuring it remains rigorous, client-focused, and responsive to changing market dynamics.
Key Responsibilities
Conduct in-depth quantitative and qualitative analysis on portfolio construction, asset allocation, and investment strategy, delivering insights that enhance Vanguard's advisory capabilities.
Develop concise, high-impact thought leadership content—including research briefs, presentations, and market commentaries—for advisors, clients, and internal stakeholders.
Partner with investment and advice teams to identify strategic research priorities, scope projects, and deliver insights that address real-world client and advisor needs.
Play a leading role in refining and advancing Vanguard's investment methodology, contributing to the development and launch of new investment solutions.
Serve as an internal authority on investment strategy, supporting ad-hoc research, building research inventory, and providing consultation to advisors and team members.
Contribute to strategic discussions on emerging investment themes, market risks, and research opportunities; recommend new areas for exploration.
Coach and develop investment analysts on the team, elevating standards for analytical depth, writing quality, and executive communication.
Lead or support special projects aligned with the team's strategic goals.
Qualifications
Eight years of relevant experience, including at least five years in investment analysis or research; wealth management experience is a strong plus.
Deep expertise in multi-asset portfolio construction, asset allocation, risk management, and investment strategy.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA, CAIA, or equivalent professional designation preferred.
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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