Vanguard

Portfolio Manager

Vanguard

Philadelphia, PA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Vanguard is looking for a highly motivated and experienced Portfolio Manager to join our team. We are looking for an individual who has an eye for detail and is eager to learn and grow with our organization. The successful candidate will have a strong understanding of the financial market and a commitment to providing exceptional customer service.The ideal candidate will have excellent interpersonal skills and the ability to effectively communicate with clients. The Portfolio Manager should have a minimum of five years of experience in the field and a Bachelor’s degree in finance, economics, accounting, or a related field. Additionally, the candidate should have an in-depth knowledge of investment strategies, including asset allocation and risk management, and be proficient in using financial software such as Bloomberg or Microsoft Excel. Professional certifications, such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designations, are preferred.If you are a motivated and experienced professional and believe you have what it takes to join the Vanguard team, we would love to hear from you.

Responsibilities:

  1. Develop and implement investment strategies for clients, including asset allocation and risk management.
  2. Monitor the financial market to identify potential opportunities for clients.
  3. Analyze and interpret financial data.
  4. Prepare reports and presentations for clients.
  5. Establish and maintain relationships with clients.
  6. Provide exceptional customer service to ensure client satisfaction.
  7. Maintain a thorough understanding of the financial industry and its trends.
  8. Utilize financial software such as Bloomberg or Microsoft Excel.
  9. Adhere to all regulations and laws related to the financial industry.
  10. Stay up to date on new regulations and industry best practices.
Where is this job?
This job is located at Philadelphia, PA, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Strong Communication Skills

  • Investment Management Experience

  • Understanding Of Financial Markets

  • Financial Modeling

  • Quantitative Analysis

  • Excellent Problem Solving And Decision Making

  • Cfa/Cfp Certification

Required Skills
  • Risk Management

  • Research

  • Project Management

  • Knowledge Management

  • Strategy

  • Communication

  • Financial Modeling

  • Reporting

  • Compliance

  • Trading

  • Analysis

  • Client Relations

  • Negotiations

  • Operations

  • Investment

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Portfolio Manager in Philadelphia, PA, USA is $95,119 - $150,959. This range is based on the salaries provided by employers and job seekers on the website.

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 21st, 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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