investment manager

first telemedicine

<p>Investment Manager<br/>We are seeking an experienced Investment Manager to be involved in a promising healthcare investment opportunity based on a proven operating model with strong growth potential.<br/>This role is ideal for professionals with real-world experience in investment and capital raising, driven by results.<br/>Preferred:<br/>MBA<br/>CFA / CAIA / CPA<br/>Proven investment or capital raising experience<br/>Strong investor network<br/>Success-Based Model<br/>Local &amp; international exposure<br/>Apply via direct message with a brief professional summary<br/>A real investment opportunity &mdash; not a traditional job.</p><p>مدير الاستثمار (Investment Manager)<br/>نبحث عن مدير استثمار متمرس للمشاركة في تطوير مشروع صحي استثماري واعد، قائم على نموذج تشغيلي مُثبت وبفرصة نمو عالية.</p><p>الدور مناسب لمن لديه خبرة حقيقية في الاستثمار وجذب رأس المال ويعمل بعقلية النتائج.<br/>يفضَّل:<br/>MBA<br/>CFA / CAIA / CPA<br/>خبرة في الاستثمار أو Capital Raising<br/>شبكة علاقات استثمارية فعّالة<br/>النموذج: Success-Based<br/>تواصل محلي ودولي<br/>للتواصل: رسالة مباشرة مع نبذة مختصرة عن الخبرة<br/>فرصة حقيقية لمن يفهم الاستثمار&hellip; وليس مجرد وظيفة.</p><p>Job Type: Part-time</p><p>Pay: ﷼500.00 - ﷼10,000.00 per month</p><p>Work Location: Remote</p>

Investment Manager مدير استثمار

Parkland Health

<div>Location: 8435 Stemmons Bldg.<br>
<br>
<b>Primary Purpose</b><br>
<br>
Under the direction of the Treasury Director, assists with the management of the district's investment and pension portfolios in accordance with the district's investment policy and the Public Funds Investment Act (PFIA). Monitors, analyzes and interprets investment portfolio performance evaluation reports to make recommendations to management and/or the investment committee and board of managers on changes to pension and investment policy. Frequently engages with bankers, investment brokers, and other key financial contacts. Duties include treasury accounting, activities related to issuance and maintenance of bonded debt obligations and manage audit of benefit plans.<br>
<br>
<b>Minimum Specifications</b><br>
<br>
<b>Education</b><br>
<ul><li>
Must have a bachelor's degree in public administration, Finance or Business with at least eighteen hours of accounting and/or finance courses.</li></ul><br>
<ul><li>
Minimum of five (5) years of experience managing the assets of defined contribution plans, defined benefit plans and/or operating fund investments.</li></ul><br>
<b>
Experience</b><br>
<ul><li>
Experience formulating investment strategies for maximizing the value of funds invested for return.</li></ul><br>
<ul><li>
Knowledge of local government investments and related accounting.</li><li>
Experience with bonded debt matters.</li><li>
Knowledge of both defined contribution and defined benefit plans, investments and reporting.</li><li>
Analytical, problem-solving, decision-making, strategic thinking and planning skills. High level of accuracy and attention to detail.</li><li>
Strong business acumen and ability to see the big picture.</li><li>
Must be able to handle several activities simultaneously with attention to detail and adherence to deadlines and accuracy.</li><li>
Excellent communication (written/verbal), interpersonal and presentation skills to effectively interface with and influence internal/external contacts.</li></ul><br>
<b>
Equivalent Education and/or Experience</b><br>
<ul><li>
May have an equivalent combination of education and/or experience in lieu of specific education and/or experience as stated above.</li></ul><br>
<b>
Skills or Special Abilities</b><br>
<ul><li>
Critical Thinking: Using logic and analysis to identify the strengths and weaknesses of different approaches; using basic math to perform quick analysis.</li></ul><br>
<ul><li>
Accuracy: Paying attention to detail in dealing with numbers, words and ideas.</li><li>
Record Keeping: Principles and practices for the collection and recording of information for use in reporting presentations.</li><li>
Collaboration: Establish and maintain positive working relationships, using these connections to effect change.</li><li>
Reporting: Research, analyze, and compile data; find ways to structure or classify information concisely.</li><li>
System Ability: Muti-task by working with multiple software packages simultaneously.</li><li>
Communication: Strong oral, written and presentation skills with the ability to communicate effectively and articulate information in easily understandable terms.</li><li>
Self-Management: Work independently and without supervision.</li></ul><br>
<b>
Responsibilities</b><br>
<ul><li>
Works with Treasury Director and external asset managers to build and maintain investment portfolios, analyze the market environment, monitor portfolio performance, and make necessary rebalancing recommendations based on account balances and Parkland policy.</li></ul><br>
<ul><li>
Manages District's operating cash and construction funds according to Board-approved policy. Works with asset managers, mitigates risks and optimizes returns for Parkland investment portfolios.</li><li>
Supports Parkland's benefit plan participants, securing future financial well-being by managing risk and providing a robust menu of investment options.</li><li>
Serves as point of contact for custodians and other relevant vendors to execute investment management directions, reconcile positions, review global market, and resolve issues.</li><li>
Assists with funds flows to and from managed investment accounts to maintain proper allocation of investments according to approved investment policies.</li><li>
Assists Treasury Director with rebalancing of portfolios on a quarterly basis, or more frequently if needed.</li><li>
Prepares reports and analysis for portfolio management, investment committee, board of managers, and others.</li><li>
Assists with due diligence surrounding existing and prospective investment managers including documentation, performance strategy monitoring, contract review and attending manager and committee meetings.</li><li>
Assists with annual retirement plan audit preparation, prepares financial work papers, attends audit meetings, and collaborates with accounting staff and external audit staff on investment and debt-related activities.</li><li>
Conduct's research and provides recommendations to issues as they arise.</li></ul><br>
<b>
Job Accountabilities</b><br>
<ul><li>
Identifies ways to improve work processes and improve customer satisfaction. Makes recommendations to supervisor, implements, and monitors results as appropriate in support of the overall goals of the department and Parkland.</li><li>
Stays abreast of the latest developments, advancements, and trends in the field by attending seminars/workshops, reading professional journals, actively participating in professional organizations, and/or maintaining certification or licensure. Integrates knowledge gained into current work practices.</li><li>
Maintains knowledge of applicable rules, regulations, policies, laws and guidelines that impact the area.</li><li>
Develops effective internal controls designed to promote adherence with applicable laws, accreditation agency requirements, and federal, state, and private health plans. Seeks advice and guidance as needed to ensure proper understanding.</li></ul><br>
<b>
Requisition ID:</b> 985701</div>

Investment Program Manager

Santander Private Banking International

<div>
 Country: United States of America
 <br/>
 <br/>
 <strong>
  It Starts Here:
  <br/>
  <br/>
 </strong>
 Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what&rsquo;s possible. This is more than a strategic shift. It&rsquo;s a chance for driven professionals to grow, learn, and make a real difference.
 <br/>
 <br/>
 If you are interested in exploring the possibilities
 <strong>
  We Want to Talk to You!
  <br/>
  <br/>
 </strong>
 <strong>
  Position Summary:
  <br/>
  <br/>
 </strong>
 The Alternative Investment Operations Manager is responsible for reviewing and ensuring the proper settlement of executions across various financial instruments, including FX, MM, NDFs, interest rate swaps, options, repos, and other products traded by the treasury desk. Additionally, oversees daily account reconciliations and esnure timely processing of securities and cash movements to meet collateral requirements. Collaborates with Finance team to ensure accurate accounting and regulatory reporting, including the handling of documentation (agreements, confirmations, etc).
 <br/>
 <br/>
 Coordinates with custodians and various fund families, overseeing the review and processing of subscription documents and capital activity related to private equity and hedge funds. Works closely with internal departments to ensure proper approvals are obtained for establishing new relationships with administrators and fund families, including the preparation of required documentation. Additionally, manages corporate actions such as distributions, redemptions, roll-ups, drawdowns, and other related events. Works closely with internal departments to assist with client contact changes, transfers, documentation, and other adhoc requests.
 <br/>
 <br/>
 Provides training to team members and oversees their work to ensure accuracy and efficiency in daily operations. Must have experience with all aspects of securities settlement (Fixed Income &amp; Equities), as well as knowledge of cash and securities reconciliation processes. Must be detail-oriented and be able to work independently and in a team environment.
 <br/>
 <br/>
 The Alternative Investment Operations Manager reports to Investment Operations Director.
 <br/>
 <br/>
 <strong>
  Position Duties / Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Responsible for daily monitoring of options, FXs, repos, money market instruments, and NDF transactions, including margin control and related notifications. Initiate same-currency transfers between accounts to facilitate securities settlement, collateral management, and liquidity metric reporting for repos. Manage all settlement payments for these products and notify the trading desk of any last-minute payments or projected overdrafts.
  </li>
  <li>
   Supervise and coordinate with custodians and various fund families. Manages the review and processing of hedge fund and private equity documentation prior to submission to the administrator. Collaborate with CSA team on matters related to private equity documentation.
  </li>
  <li>
   Oversee capital calls and distributions, working closely with administrators to ensure timely and accurate processing of transactions within the core platform.
  </li>
  <li>
   Review securities and cash positions between the bank and custodians to ensure accuracy. Manage trade confirmations and promptly notify the trading desk of any discrepancies.
  </li>
  <li>
   Work closely with internal departments to ensure proper approvals are obtained for establishing new relationships with administrators and fund families, including the preparation of required documentation.
  </li>
  <li>
   Supervise team members and support bankers in onboarding new clients for private equity programs, ensuring all investors meet AML compliance requirements.
  </li>
  <li>
   Coordinate with Finance team to investigate unreconciled securities and cash items, and support accurate regulatory reporting.
  </li>
  <li>
   Identify and drive opportunities to enhance operational efficiency and streamline processes.
  </li>
  <li>
   Other duties as assigned or requested by immediate supervisor.
   <br/>
   <br/>
  </li>
 </ul>
 Education:
 <br/>
 <br/>
 <strong>
  Bachelor&rsquo;s Degree Required Or Equivalent Experience
  <br/>
  <br/>
 </strong>
 Business Experience:
 <br/>
 <br/>
 6 - 8 years of relevant experience or demonstrated required level of proficiency
 <br/>
 <br/>
 Specialized and/or Technical Knowledge:
 <br/>
 <br/>
 <ul>
  <li>
   Ability to supervise and train team members.
  </li>
  <li>
   Delegation and workload prioritization.
  </li>
  <li>
   Conflict resolutions and team motivation.
  </li>
  <li>
   Strong knowledge of financial products: options, FX, repos, NDFs, and money market instruments.
  </li>
  <li>
   Knowledgeable of cash and securities reconciliations.
  </li>
  <li>
   Understanding of collateral management and margin control.
  </li>
  <li>
   Securities settlement expertise, including trade life cycle and settlement mechanics.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Strong attention to detail and problem-solving skills.
  </li>
  <li>
   Organizational skills and time-management skills.
  </li>
  <li>
   Proactive, with an ability to suggest improvements.
  </li>
  <li>
   Strong knowledge of Microsoft Office, emphasis in Excel.
  </li>
  <li>
   Excellent customer service skills.
  </li>
  <li>
   Multitask &amp; flexible.
  </li>
  <li>
   Strong judgment and ability to use discretion and make decision within guidelines.
   <br/>
   <br/>
  </li>
 </ul>
 Languages:
 <br/>
 <br/>
 English, required. Spanish, is a plus.
 <br/>
 <br/>
 <strong>
  What Else You Need To Know:
  <br/>
  <br/>
 </strong>
 The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
 <br/>
 <br/>
 <strong>
  Base Pay Range:
  <br/>
  <br/>
 </strong>
 Minimum:
 <br/>
 <br/>
 $82,500.00 USD
 <br/>
 <br/>
 Maximum:
 <br/>
 <br/>
 $150,000.00 USD
 <br/>
 <br/>
 <strong>
  We Value Your Impact:
  <br/>
  <br/>
 </strong>
 Your contribution matters and it&rsquo;s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
 <br/>
 <br/>
 <strong>
  Risk Culture:
  <br/>
  <br/>
 </strong>
 We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
 <br/>
 <br/>
 <strong>
  EEO Statement:
  <br/>
  <br/>
 </strong>
 At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
 <br/>
 <br/>
 <strong>
  Working Conditions:
  <br/>
  <br/>
 </strong>
 Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
 <br/>
 <br/>
 <strong>
  Employer Rights:
  <br/>
  <br/>
 </strong>
 This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
 <br/>
 <br/>
 <strong>
  What
 </strong>
 <strong>
  To Do Next
 </strong>
 <strong>
  :
  <br/>
  <br/>
 </strong>
 If this sounds like a role you are interested in, then please apply.
 <br/>
 <br/>
 We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.
</div>


Alternative Investment Operations Manager

Qiddiya Investment Company

<div><p>Qiddiya has an opportunity for an Investment Management professional to join our team and play a pivotal role in evaluating, originating, and managing real estate investment opportunities.</p><p>
This is a hands-on, high-visibility role where you will collaborate closely with senior leadership to identify new investment opportunities, originate deals, and structure transactions. You will be expected to apply your expertise in financial modelling, corporate finance, and M&amp;A to build the backbone of our investment framework and manage the financial performance of our real estate investments.</p><p>
We are looking for a candidate with a strong background in investment management and financial modelling, ideally someone with experience in corporate finance, real estate investment, and private equity.</p><p>
At the heart of our investment strategy, you will engage in market research, perform rigorous financial due diligence, and create sophisticated models to assess the profitability and risks of potential investments. You will work closely with both internal teams (including project managers, analysts, and associates) and external stakeholders (including banks, consultants, and legal advisors) to ensure the success of each project. Your ability to understand and implement complex financial structures and deal terms will be essential to driving long-term growth and profitability for the company.</p><p>
This is an exciting opportunity for someone who thrives in a fast-paced, entrepreneurial environment and is eager to contribute to the strategic direction of a company at a pivotal stage in its growth journey.</p><b><br>
Requirements</b><p><b><br>
Education:</b></p><ul><li>
Bachelor's degree in Finance, Accounting, Economics, or a related field.</li><li>
MBA, CFA, or equivalent qualifications preferred.</li><li>
Strong technical expertise in banking or investment management is essential.</li></ul><p></p><p><b>
Experience:</b></p><ul><li>
+5 years in investment management, financial modelling, or M&amp;A advisory (preferably in real estate or private equity).</li><li>
Experience in corporate finance, M&amp;A modelling, and deal structuring, with a focus on real estate.</li><li>
Strong experience from boutique investment banks (e.g., Lazar, Rothschild, Jefferies) or large real estate funds (e.g., Hines, Brookfield, Capital Land).</li><li>
Prior exposure to the GCC region is highly desirable.</li></ul><p></p><p><b>
Technical Skills:</b></p><ul><li>
Proficiency in financial modelling, Excel, and corporate finance.</li><li>
Familiarity with banking terminology and M&amp;A processes.</li></ul><p></p><p><b>
Industry Knowledge:</b></p><ul><li>
Strong understanding of real estate investment strategies, trends, and market conditions in the GCC region.</li><li>
Understanding of portfolio management and investment analysis.</li></ul><p></p><p><b>
Language Skills:</b></p><ul><li>
Fluency in English is required.</li><li>
Proficiency in Arabic is a plus.</li></ul></div>

Assistant Manager - Investment Management - 20012292

Lumen

<div><p>Lumen is the trusted network for AI. We&rsquo;re transforming how businesses connect, secure, and scale in an AI-driven world.</p><p>
By connecting people, data, and applications quickly, securely, and effortlessly, we help organizations move faster and unlock what&rsquo;s next.</p><p>
At Lumen, people power progress. Our culture is built on teamwork, trust, and transparency, giving you the flexibility, support, and opportunity to make a lasting impact. We&rsquo;re looking for top-tier talent ready to take on the challenge. Join us in building the future.</p><div><div><div><h2 class="jobSectionHeader"><b>
The Role</b></h2>
</div><div><div><p>
CenturyLink Investment Management (CIM) is seeking a Senior Investment Analyst to play a key role in shaping investment strategy, asset allocation, and research for Lumen&rsquo;s pension plan and 401(k) savings plan. This role offers broad exposure across portfolio construction, glide path design, external manager due diligence, and capital markets research within a lean, hands-on investment organization. CIM is the investment fiduciary for Lumen Technologies&rsquo; employee benefit assets, overseeing approximately $12 billion across $4 billion in pension assets and $8 billion in 401(k) assets.</p></div></div></div><p></p><div><div><h2 class="jobSectionHeader"><b><br>
Work Location</b></h2>
</div><div><p>
The position is hybrid, with a work model that is primarily remote and generally requires one day per week in the Denver office.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
The Main Responsibilities</b></h2>
</div><div><p>
Help shape investment strategy and asset allocation for the defined benefit pension plan and 401(k) target date funds.<br>
Analyze capital markets and asset class behavior to inform portfolio construction decisions.<br>
Conduct quantitative and qualitative market research, leveraging artificial intelligence, to generate market insights in support of investment decisions.<br>
Assess portfolio positioning, performance drivers, and risk characteristics across strategies.<br>
Monitor industry trends and best practices in defined contribution investing and retirement solutions and conduct in-depth research on relevant topics.<br>
Partner with the team to research and evaluate external investment managers across public and private asset classes.<br>
Collaborate with internal team members and external partners on investment initiatives and special projects.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
What We Look For in a Candidate</b></h2>
</div><div><p>
Bachelor&rsquo;s degree in Finance, Economics, Business, or related field.<br>
3&ndash;10 years of investment experience in institutional investing, asset management, or investment consulting.<br>
CFA designation or interest in obtaining.<br>
Strong analytical, quantitative, and problem-solving skills.<br>
Clear and effective written and verbal communication skills.<br>
Intellectual curiosity and a strong interest in investing and financial markets.<br>
Attention to detail combined with the ability to think holistically about portfolios.<br>
Commitment to continuous learning and professional development.<br>
Familiarity with AI and eagerness to integrate it into the investment process.<br>
Proficiency with investment analysis tools (e.g., Excel, Bloomberg, Morningstar, eVestment).</p><p>
This role is well-suited for an investment professional who enjoys combining deep analysis with big picture portfolio thinking in a collaborative, high impact environment.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Compensation</b></h2>
</div><div></div><div><div><div><div><div><div>This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.<br>
<br>
Location Based Pay Ranges<br>
<br>
$84,514 - $112,681 in these states: CO<br>
<br>
<br>
<br>
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.</div></div></div></div></div><p></p><div><div><div><div><div><br>
Learn more about Lumen's:</div></div><br>
<div><div>
Benefits</div></div><br>
<div><div>
Bonus Structure</div></div></div></div></div><p></p><p><br>
#LI-Onsite</p></div></div></div><p>
Requisition #: 341734</p><p><b>
Background Screening</b></p><p>
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page. Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.</p><p><br>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p></p><p><b><br>
Equal Employment Opportunities</b></p><p>
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, &ldquo;protected statuses&rdquo;). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.</p><p></p><p><b><br>
Privacy Notice</b></p><p>
Lumen is committed to protecting the privacy and security of personal information collected during the recruitment and hiring process. Our Privacy Notice explains how we collect, use, disclose, and protect applicant information, as well as how individuals may request access to or deletion of their personal data.</p><p></p><p><br>
To review Lumen&rsquo;s Privacy Notice, please visit:<br>
https://jobs.lumen.com/global/en/privacy-notice</p><p></p><p><b><br>
Disclaimer</b></p><p>
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.</p><p></p><p><br>
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.</p><p></p><p><br>
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.</p></div>

Senior Investment Analyst

Hays

<div>
 <p>
  Hays are pleased to partner with one of the largest Financial Service clients in Qatar to hire a Senior Associate. The client is a listed award-winning organisation that has emerged as a key provider of a diverse range of Financial products in the region. They are offering a very competitive expat salary package for top tier talent plus relocation benefits for candidates living outside of the Qatar.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  In this role, the candidate will assume responsibility for the evaluation and investment in third-party fund investments and co-investments across private equity, private debt and hedge funds. This includes preparing investment memos, sourcing, valuation, and due diligence across multiple locations.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Requirements:
  </strong>
 </p>
 <ul>
  <li>
   Minimum of 5-7 years of experience in investment management, focusing on alternative investments.
  </li>
  <li>
   Experience working in an LP (pension funds, family offices, Institutional companies, etc).
  </li>
  <li>
   Strong financial modelling skillset and complete investment cycle experience
  </li>
  <li>
   Bachelor&rsquo;s Degree is mandatory
  </li>
  <li>
   CPA/CA/CFA/MBA is preferred but not mandatory
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Only qualified candidate will be contacted due to a large volume of applications we are receiving.
  </strong>
 </p>
</div>


Senior Associate - Alternative Investments

Vanguard

<div><div>Researches client needs and supports the response to client requests by providing investment analyses and recommendations. May communicate solutions and provide investment expertise to clients.</div><div><p>
The FAS Product &amp; Portfolio Strategy group sits at the intersection of our investment teams, our sales teams, and our external advisor clients, to help advisors build better portfolios and improve outcomes for their clients.</p><p></p><p>
The Senior Investment Analyst role is an excellent fit for applicants who are passionate about investments and the financial markets, who have experience with portfolio analysis and portfolio construction, and who are driven to deliver solutions and insights that advance FAS towards its 2030 vision of being a strategic partner for our clients.</p><p></p><p><b>
Responsibilities:</b></p><ul><li><p>
Consultatively collaborate with sales teams and senior investment strategists to design and deliver portfolio analyses that effectively build advisors' perception of Vanguard as a sophisticated partner and that support optimal business and client outcomes.</p></li><li><p>
Create proposals, highlight competitive takeout opportunities, and provide expert insights to sales and specialists in support of advisor needs and FAS business objectives.</p></li><li><p>
Develop and maintain awareness of trends in the financial intermediary industry and advisor needs, market and economic themes and events, and the competitive investment landscape.</p></li><li><p>
Contribute to initiatives to enhance portfolio analytics tools and technology to remain relevant, sophisticated, and competitive.</p></li><li><p>
Support the creation of content used to enable sales to effectively position Vanguard's product lineup and thought leadership.</p></li><li><p>
Serve as a department expert on and vendor relationship manager for data systems and analytical tools.</p></li><li><p>
Continue personal development of investment/fund analysis skills and presentation skills. Contribute to presentations on investment topics to internal crew and external clients.</p></li><li><p>
Support the training and development of more junior crew to improve their investment acumen.</p></li><li><p>
Participate in special projects and performs other duties as assigned.</p></li></ul><p><b><br>
Qualifications</b></p><ul><li><p>
Three years experience in the Financial Services industry or client services preferred.</p></li><li><p>
Undergraduate degree or equivalent combination of training and experience.</p></li><li><p>
Progress towards CFA or CFP preferred.</p></li><li><p>
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.</p></li></ul><p></p><p><b>
Special Factors</b></p><p><b>
Sponsorship</b></p>
Vanguard is not offering visa sponsorship for this position.<p></p><p><b>
About Vanguard</b></p><p>
At Vanguard, we don't just have a mission&mdash;we're on a mission.</p><p></p><p>
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.</p><p></p><p><b>
How We Work</b></p><p>
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.</p></div></div>

Senior Investment Analyst, Specialist

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