Advice Methodology Analyst, Specialist

1. Leads the development of changes to Vanguard's methodology. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice ahead of external competitive developments.

2. Serves as an expert on the application of Vanguard's methodology in the development of client investment strategies and construction of portfolios. Contributes to overall methodology development.

3. Researches, conducts analyses of and provides recommended changes to investments, portfolio construction, and wealth planning guidance. Ensures compliance with Vanguard methodology and investment guidelines while applying knowledge of the external business environment and its implications on Vanguard's strategic direction.

4. Serves as a subject matter expert for crew and leaders. Develops and conducts methodology training activities for all crew delivering advice to clients.

5. Develops an expert-level understanding of overall financial markets and the related legal, tax, and regulatory issues that impact Vanguard's methodology. Supports investments-related projects to analyze and research opportunities to enhance client investment strategies.

6. Participates in special projects and performs other duties as assigned.

• Minimum of five years related work experience. Three years experience in investments and analytics preferred.
• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
• CFP or CFA preferred.