Senior Investment Analyst
The Vanguard Group
Senior Investment Analyst
Apply (
locations
Malvern, PA
time type
Full time
posted on
Posted 14 Days Ago
job requisition id
178051
Bring investment insights to life by transforming market data into actionable portfolio strategies. In this role, you’ll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions and strengthens long-term relationships.
Core Responsibilities
Researches client needs and provides internal partners and clients with asset allocation, portfolio construction, and investment analyses. Develops supporting documentation and meets with clients to deliver findings and recommendations.
Collaborates with internal investment, finance, and sales partners to respond to investment-related questions or requests from clients and prospects. Travels with internal partners to provide investment expertise and represent Vanguard at client meetings.
Maintains and produces quarterly client summaries, dashboards, and other reports. Ensures reporting accuracy by researching and resolving discrepancies.
Serves as a department expert on data systems and analytical tools.
Maintains an in-depth understanding of capital markets, asset management, and the Financial Services industry, as well as a deep awareness of competitors and the performance of Vanguard and non-Vanguard funds. Contributes subject matter expertise to Vanguard's external publications.
Guides and mentors junior level crew to improve their investment acumen.
Participates in special projects and performs other duties as assigned.
Qualifications
Five years experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
CFA or CFP preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
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.
Similar Jobs (5)
Investment Access Senior Analyst
locations
Malvern, PA
time type
Full time
posted on
Posted 30+ Days Ago
Senior Sales Analyst- RIA team
locations
Malvern, PA
time type
Full time
posted on
Posted 30+ Days Ago
Senior Financial Analyst- FP&A, Malvern, PA
locations
Malvern, PA
time type
Full time
posted on
Posted 27 Days Ago
View All 5 Jobs
About Us
Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.
This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to ourPrivacy Policy ( to read more information and learn how to change your preferences.
Read More
- ...This role offers a chance to make a meaningful impact on investment system access risk management while growing your expertise in financial markets and risk practices. You'll partner with stakeholders to assess risk, strengthen controls, and build clear, actionable reporting...SeniorWork experience placement
Vanguard Group, Inc.
Malvern, PA5 days ago - Bring investment insights to life by transforming market data into actionable portfolio strategies. In this role, you'll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions...Senior
Vanguard Group, Inc.
Malvern, PA1 day ago - ...Join the team shaping the investment offerings for America's largest DC asset manager. In this senior role, you will collaborate across investments, client teams, and functional partners to shape strategy for target-date and index products, bringing a specialized blend...SeniorWork experience placement
Vanguard Group, Inc.
Malvern, PA3 days ago - ...Includes validation of data completion along Vanguard's acceptance of portfolio instruction Review of data inputs (client info, investment directive, holdings) across various platforms and software Management of other operational risk-exception reports and tasks,...SuggestedWork experience placement
Vanguard
Malvern, PA3 days ago - ...Senior Analyst, Financial Planning & Analysis Requisition ID: 74578 Date: Jun 5, 2026 Location: Exton, PA, US, 19341 Department: Finance Description: This is a hybrid position requiring the team member to be onsite a minimum of 3 days per week. No...SeniorWork experience placementLocal areaRelocation3 days per week
West Pharmaceutical Services
Exton, PA8 days ago - SEI is seeking a Senior Investment Marketing Specialist to join the Asset Management Marketing team. You will be responsible for developing and executing investment product content and sales enablement tools for the North American business that help promote our investment...Senior
$94.6k - $118.3k
...data-driven environment. How You ’ ll Contribute The Senior FP&A Analyst is responsible for supporting monthly and quarterly financial... ...clearly to management. Knowledge of capital markets or investment management is a plus. Why You’ll Enjoy Working at Envestnet...SeniorEnvestnet
Berwyn, PA1 day ago- ...Senior Financial Analyst- FP&A, Malvern, PA Apply ( locations Malvern, PA time type Full time posted on Posted 27 Days Ago... ...the evaluation of strategic business initiatives, capital investments, new/existing clients and new products and services within...SeniorFull time
Vanguard
Malvern, PA5 days ago - ...Job Description Job Description Job Title : Senior Scientist / Principal Scientist – Biotransformation/Metabolite Identification. Location : Exton, Pennsylvania Full-time Job Description : We are seeking a highly motivated and experienced Senior...SeniorFull time
Frontage Laboratories
Exton, PA11 days ago $50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time...Hourly payContract workWork experience placementRemote workFlexible hoursData Annotation
West Chester, PAa month ago$73.9k - $122.7k
...We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating...SeniorFlexible hoursAXA XL Ltd
Exton, PA6 days ago- ...developments, and translate impacts into investment opportunities and desk insights.... ...represent. Present views and strategies to senior leadership, internal partners, and clients... ...banks, issuers, rating agencies, and peer analysts. Lean in to projects. Contribute to...Work at office
Vanguard Group, Inc.
Malvern, PA1 day ago - ...Job Description Job Description Scientist/ Senior Scientist/ Principal Scientist, method Developer, Large Molecules Quantitation... ...using LC-MS/MS platform in a GLP lab. Experience using Sciex Analyst software, OS software, and Thermo Chromeleon and Watson LIMS is...SeniorFull timeTemporary workWork experience placement
Frontage Laboratories
Exton, PA5 days ago $50 - $60 per hour
...discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Downingtown, PAmore than 2 months ago- Xplora Search Group is seeking a Senior Accountant to join their collaborative finance team in Exton, Pennsylvania. This role offers the chance to be part of a supportive environment that values professional development and teamwork. Your responsibilities will include...Senior
- SEI is looking for a Business Analyst to join its Investment Manager Services Division in Oaks, Pennsylvania. This role involves serving as a liaison between different teams to assist with internal and external client solutions for alternative investment funds. Applicants...
- LHH is seeking a Senior Finance and Operations Leader based in Berwyn, PA. This hands-on role involves overseeing accounting and finance for a multi-entity organization, improving processes, and leading a small team. The ideal candidate has strong project accounting experience...SeniorFlexible hours
- The Center for GI Health in Exton, Pennsylvania, is seeking a Senior Accountant responsible for ensuring accurate financial reporting and managing monthly reconciliation processes. This full-time role requires 3+ years of accounting experience and a bachelor's degree in...SeniorFull time
- ...the opportunity you've been waiting for. Our client is seeking a Senior Accountant to join a highly collaborative finance and... ...mentor and leader who provides autonomy, trusts their team, and invests heavily in professional development. You'll have visibility across...Senior
- ...find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and... ...the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our...SeniorTemporary workWork experience placementImmediate start
WELLS FARGO BANK
Berwyn, PA23 days ago $85k - $100k
A forward-thinking financial organization is seeking a Senior Accountant in Berwyn, Pennsylvania. The role involves managing financial reporting, overseeing accounts functions, and supporting compliance operations. Ideal candidates should have over 3 years of experience...Senior$85k - $100k
...OVERVIEW Alera Group is looking for a Senior Accountant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 1...SeniorWork at officeLocal areaRemote workAlera Group, Inc.
Berwyn, PA4 days ago$55k - $156.45k
...licensed assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related experience. You'll cultivate relationships and coach bank employees on our brokerage services. The role offers a salary...Senior- ...SEI'sInvestment Management Unit (IMU) is looking for an Investment Solutions Technology & Data Analyst to join our Technology Team. This is a highly visible, project driven role with a direct impact on the technology, data architecture, and analytical solutions that support...Work at officeFlexible hours3 days per week
SEI
Oaks, PA5 days ago - A prominent insurance brokerage in Pennsylvania is seeking a Senior Accountant to manage financial reporting, oversee accounts receivable and payable functions, and support compliance operations. The ideal candidate will have 3+ years of relevant experience, strong technical...SeniorWork at office
- US Digestive Health in Exton, PA, is seeking a dedicated Senior Accountant to manage accurate financial reporting and account reconciliations. This full-time position involves collaboration with auditors and process improvements in accounting functions. Ideal candidates...SeniorFull timeWork at office
$35 - $38 per hour
Overview firstPRO is seeking a detail-oriented Senior Accountant to join a growing finance team in a fast-paced, dynamic environment. This is a temporary assignment, with the potential to extend and go permanent, and requires someone who can start immediately. Looking...SeniorPermanent employmentTemporary workImmediate startRemote work$70k - $90k
...Data Analyst - 87IB6E We're determined to make a difference and are proud to be an insurance... ...of the role: The primary duties of the Investment Data Analyst is to drive and enhance... ...support of sales, marketing, and senior leadership Work with IT to ensure a high...Temporary workWork at officeFlexible hoursThe Hartford
Wayne, PA4 days ago- ...Experience in addressing and resolving non-routine/complex accounting topics in a timely manner and satisfactory conclusions, working with senior management and all levels of operational management • Expert with Microsoft Tools i.e., Excel, SQL, Access etc • The ability to...SeniorFlexible hours
Rose International
Malvern, PA5 days ago - ...position Vanguard's Fixed Income platform by partnering closely with investment, sales, and marketing teams to deliver data-driven insights,... ...Income platform. Commercial Partnership: Partner with senior sales leaders to represent Vanguard's Fixed Income strategies to...Work experience placement
Vanguard Group, Inc.
Malvern, PA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Analyst. Be the first to apply!
- senior brand designer Malvern, PA
- senior business analyst contract Malvern, PA
- senior database analyst Malvern, PA
- senior aws cloud engineer Malvern, PA
- senior financial analyst remote Malvern, PA
- senior developer Malvern, PA
- senior cloud network engineer Malvern, PA
- senior Malvern, PA
- senior manager automotive Malvern, PA
- senior performance engineer Malvern, PA