Wealth Methodology Implementation Specialist

Vanguard ,
London, Greater London
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Job Description

Shape the future of investing At Vanguard, we're taking a stand for investors and you can be part of it! A trusted partner, you will be part of the team helping to analyse and implement Vanguard's investment methodology based on internal practices as well as knowledge of the external industry and industry developments. Are you ready to join us and make a difference? In this role, you will: * Support the development and implementation of Vanguard's advice methodology by assessing methods related to client portfolio construction, investment recommendations, and portfolio performance analysis. * Research various options for how advice methodology should be structured and implemented, including software applications * Collaborate with internal partners to capture required input and move from initiation through delivery and implementation * Assist in defining future state methodology by bringing to bear investment acumen and an understanding of the business environment and regulatory developments What it takes * Minimum of three years related work experience. Two years in client services with analytical experience preferred. * Undergraduate degree or equivalent combination of training and experience. * Progress towards CFP or CFA preferred About Vanguard We are Vanguard. Together, we're changing the way the world invests. For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you get so much more in return. We invest with purpose-and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let's make it count. Inclusion Statement Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing." We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Special Factors Vanguard is not offering visa sponsorship for this position INTERNAL CREW, CONTRACTOR & DIRECT APPLICATIONS AND; PREFERRED TALENT PARTNER (THOSE WHO HAVE BEEN CONTACTED BY HR) SUBMISSIONS ONLY Please note, current suppliers and potential suppliers are not permitted to communicate with or contact or send or otherwise provide any speculative resumes to any department, business unit, subsidiary or affiliate of Vanguard, or any employee thereof, at any time unless expressly instructed or permitted by a member of Vanguard's HR department. For the avoidance of doubt, Vanguard will not pay any fees to a supplier or potential supplier in respect of any candidate unless Vanguard has either requested the referral or given its prior written consent to the referral. If you would like to partner with Vanguard Europe, please contact recruitment_europe@vanguard.com

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