Wealth Planning Research Analyst
- London, United Kingdom
Shape the future of investing
At Vanguard, we're taking a stand for investors and you can be part of it! A trusted subject matter expert, you will help shape Vanguard's financial planning and wealth management thought leadership, focusing on end-retail investors. The team will be responsible for performing new and ongoing research which influences Vanguard's advice capabilities. Are you ready to make a difference?
In this role, you will:
- Develop data and/or modeling support for financial planning analyses used to develop advice methodology development
- Executes research projects
- Develop a strong understanding of financial planning strategies
- Develop client-facing materials and participates in client meetings
What it takes
- Undergraduate degree or an equivalent combination of training and experience. Progress toward, CFP, CPA, CFA or graduate degree preferred.
- Minimum 3 years business experience, preferably in an investment- or financial-planning- related area.
- Strong technical and analytical skills, with attention to detail
- Programming skills, such as Matlab/Python preferred, and/or quick aptitude to learn.
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.
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.
Vanguard is not offering visa sponsorship for this position
This role encompasses activities that fall within the remit of UK Financial Conduct Authority ('FCA') regulation. The successful candidate will therefore be subject to UK regulatory requirements in relation to conduct rules, regulatory references and the assessment of fitness and propriety, knowledge, experience and competence. Where appropriate, the role may also be subject to approval by the UK FCA.
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 firstname.lastname@example.org
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