Vanguard

Investment Analyst

Vanguard

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Vanguard is looking for an Investment Analyst to join our growing team. The successful candidate will have a passion for the financial industry and a deep understanding of the markets. They will be a strategic thinker and have strong analytical and communication skills.The Investment Analyst will be responsible for providing timely and accurate data and research in support of Vanguard’s investments. They will be expected to analyze financial markets and investments, identify opportunities, and recommend strategies to maximize returns. In addition, they will be responsible for monitoring portfolio performance and identifying areas of risk.To be successful as an Investment Analyst, the ideal candidate should have a Bachelor’s degree in Finance, Economics, or a related field, and at least three years of experience in investments or financial analysis. They should have a thorough understanding of financial statement analysis and a strong knowledge of investment products and markets. They should also be highly detail-oriented and able to work in a fast-paced professional environment. Exceptional communication and problem-solving skills will be essential to success in this role. If you’re looking for an opportunity to join a dynamic team and utilize your financial skills, we want to hear from you!

Responsibilities:

-Provide timely and accurate data and research in support of Vanguard’s investments

-Analyze financial markets and investments, identify opportunities, and recommend strategies to maximize returns -Monitor portfolio performance and identify areas of risk -Analyze financial statements and have a thorough understanding of investment products and markets -Complete financial analysis and reports -Maintain accurate records of investments and transactions -Develop strategies to maximize returns and minimize risks -Provide financial advice and recommendations to internal stakeholders -Stay up-to-date on industry trends and financial regulations -Maintain effective communication with team members and clients -Conduct research to identify new investment opportunities -Assist in the preparation of presentations and other documents for internal meetings and external clients

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Excellent Communication Skills

  • Ability To Work Independently

  • Knowledge Of Financial Markets

  • Strong Quantitative Skills

  • Ability To Analyze Data

  • Proficiency In Microsoft Excel

  • Cfa Designation

Required Skills
  • Financial Analysis

  • Data Analysis

  • Financial Modeling

  • Risk Analysis

  • Analytics

  • Portfolio Management

  • Regulatory compliance

  • Performance analysis

  • Asset allocation

  • Economics

  • Investment Research

  • Equity Analysis

  • Investment Banking

  • Investment Strategies

  • Capital Markets

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Organizational skills

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Investment Analyst in Charlotte, NC, USA is $50,000 - $90,000. The salary range can vary based on experience, industry, and other factors.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 20th, 2023
Apply BeforeMay 22nd, 2025
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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