At a Glance
- Tasks: Analyse investment performance and attribution for Index Equity and Fund of Fund portfolios.
- Company: Join Vanguard, a leader in investment management with a collaborative culture.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborate globally and contribute to process improvements in a supportive team.
- Why this job: Make an impact in finance while developing your analytical skills in a dynamic environment.
- Qualifications: Degree in Finance or related field; experience in performance measurement is essential.
The predicted salary is between 50000 - 70000 € per year.
This role focuses primarily on Index Equity strategies and Fund of Fund portfolios with the capability to support Fixed Income as required. The role builds strong performance measurement and attribution expertise, with depth in Index Equity, Fund of Fund portfolio structures and sufficient breadth across other asset classes to support team resilience and future development.
Key Responsibilities
- Independently performs day‑to‑day performance measurement and attribution analysis, ensuring accuracy, timeliness, and consistency with benchmarks and internal performance standards.
- Identifies, analyses, and clearly explains the drivers of daily excess performance, including market movements, index methodology and rebalance effects, timing differences between the fund and the benchmark, corporate actions, and cash impacts.
- Prepares and presents performance and attribution insights to Portfolio Managers and Risk, including participation in weekly review forums.
- Applies established performance measurement and attribution methodologies.
- Validates and reconciles performance and attribution outputs across systems, escalating issues in line with defined procedures.
- Responds to analytical and technical queries, operating independently for routine analysis and partnering with senior analysts on more complex topics.
- Uses analytical tools and datasets (e.g. Excel, FactSet, SQL, Python) to support analysis, reporting, and process efficiency.
- Operates within Vanguard’s risk and control framework, ensuring data integrity and audit readiness.
- Contributes to process improvement, standardisation, and automation initiatives.
- Collaborates effectively within a global team and supports knowledge sharing.
What We Are Looking For
- Hands on experience in performance measurement and attribution (essential).
- Experience supporting Index Equity portfolios &/ or Fund of Fund portfolios strongly preferred.
- Experience with Fixed Income instruments highly desirable.
- Strong understanding of benchmarks and index construction.
- Strong understanding of attribution methodologies (e.g. Brinson based equity attribution, fixed income attribution advantageous).
- Ability to identify and explain drivers of excess performance clearly and concisely.
- Comfortable working within established analytical frameworks while developing technical depth.
- Growth mindset.
Qualifications
- Degree in Finance, Economics, Mathematics, Accounting, or a related discipline.
- Interest in pursuing CIPM or CFA preferred.
- Experience in investment performance, attribution, index analytics, or a related analytical role.
- Strong understanding of equity markets and index based investment strategies.
- Exposure to Fixed Income instruments preferred.
- Strong analytical skills and attention to detail.
- Proficiency in Excel; FactSet experience highly desirable.
- Exposure to SQL or Python beneficial.
- Fund accounting awareness and familiarity with IBOR and ABOR concepts preferred.
- Knowledge of Factset & BlackRock Solutions Aladdin is advantageous.
- Strong communication skills and ability to work effectively in a collaborative environment.
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.
Investment Performance Analyst, Specialist employer: The Vanguard Group
Vanguard is an exceptional employer for Investment Performance Analysts, offering a dynamic work environment that fosters collaboration and professional growth. With a hybrid working model, employees enjoy the flexibility to balance their personal and professional lives while engaging in meaningful projects that drive client success. The company's commitment to a mission-driven culture, combined with opportunities for continuous learning and development, makes it an attractive place for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Performance Analyst, Specialist
✨Tip Number 1
Network like a pro! Reach out to folks in the investment performance space, especially those who work with Index Equity or Fund of Fund portfolios. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Get your hands dirty with analytical tools! Brush up on Excel, FactSet, SQL, and Python. The more comfortable you are with these, the better you'll stand out when discussing your skills in interviews.
✨Tip Number 3
Prepare to talk shop! Be ready to explain how you identify and analyse performance drivers. Use real examples from your experience to show you know your stuff and can communicate it clearly.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Vanguard.
We think you need these skills to ace Investment Performance Analyst, Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in performance measurement and attribution, especially with Index Equity and Fund of Fund portfolios. We want to see how your skills match the role, so don’t be shy about showcasing relevant projects or achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you’re the perfect fit for this role. Share your passion for investment performance analysis and how your background aligns with our needs. Keep it concise but impactful!
Showcase Your Analytical Skills:Since this role involves using tools like Excel, SQL, and Python, make sure to mention any relevant experience you have with these. We love seeing candidates who can demonstrate their analytical prowess through real-world examples.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at The Vanguard Group
✨Know Your Numbers
Make sure you brush up on your performance measurement and attribution knowledge. Be ready to discuss specific metrics and methodologies, especially those related to Index Equity and Fund of Fund portfolios. This shows you’re not just familiar with the concepts but can apply them practically.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical prowess. Bring examples of how you've used tools like Excel, SQL, or Python in past roles. If you can, share a brief case study where you identified drivers of excess performance and how you communicated those insights effectively.
✨Understand the Bigger Picture
Familiarise yourself with Vanguard’s risk and control framework. Be prepared to discuss how you ensure data integrity and audit readiness in your work. This will show that you understand the importance of compliance and accuracy in performance analysis.
✨Be Ready to Collaborate
Since this role involves working within a global team, think of examples where you’ve successfully collaborated with others. Highlight your communication skills and how you’ve contributed to process improvements or knowledge sharing in previous positions.
