Thursday, December 31, 2015

Sr Investment Consultant(s), Vanguard - Scottsdale, AZ & Valley Forge, PA

Senior Investment Consultant(s), Vanguard - Scottsdale, AZ and Valley Forge, PA

Vanguard, one of the world's largest investment management companies and a recognized employer of choice is seeking two Senior Investment Consultants, one in Scottsdale, AZ location and the other in Valley Forge, PA location for their Vanguard Institutional Advisory Services (VIAS) group. VIAS, housed in the Institutional Investor Group, offers asset allocation, portfolio construction and investment analysis to a broad set of institutional investors, including endowments, foundations, private and public pensions.
Combining consultative client service with portfolio design and implementation, Senior Investment Consultants seek to solve a wide range of investment challenges by taking a holistic approach through discretionary portfolio management.

Primary duties and responsibilities:

·         Serves as the senior investment consultant for current and prospective defined benefit, endowment and foundation clients representing VIAS investment and advisory capabilities to key decision makers, investment committees, and board members.
·         Consult with existing clients in the development or adaptation of investment policy statements. Provides discretionary portfolio management and non-discretionary investment consulting to assigned client base. Works closely with Institutional Sales to represent VIAS to prospective clients.
·         Consult on topics such as liability driven investing, total return, risk management, portfolio optimization, and implementation considerations
·         Conducts investment reviews for the client (i.e. market, portfolio, and fund performance, portfolio construction, and asset allocation) and conducts subsequent meetings with the client's investment committees and Boards.
·         Represents Vanguard at industry conferences and events and at Vanguard client symposiums by speaking on a broad range of investment topics of interest to Institutional investment professionals.
·         Keeps abreast of investment process and performance of existing Vanguard funds as well as market conditions and developments. Responds to investment-related questions from existing and prospective VIAS clients. Acts as a VIAS investment team liaison to senior management and other areas of Vanguard. Writes executive summaries for quarterly client reports, commenting on portfolio and fund level performance.
·         Represents VIAS and the Institutional client viewpoint in the development and enhancement of Vanguard's advisory methodology. Collaborates with colleagues in Investment Counseling & Research on investment philosophy and portfolio strategies.
·         Serves as a leader, mentor, role model, and technical resource to VIAS Investment Analysts.
Desired Qualifications:
·         Undergraduate degree in finance-related field or equivalent combination of training and experience. Postgraduate degree of MBA and/or CFA accreditation.
·         Minimum ten years work experience including five years in an investment analyst/consultant/counselor position.
·         Series 63, 65 and 7 are required or able to obtain in 90 days.
·         CFA required.
·         Superior technical skills related to investment analysis preferred.
·         Experience with endowments, foundation and defined benefit plans required.
·         Excellent written and oral communication skills, including strong presentation skills required.
·         Proven experience with external clients and the ability to communicate effectively with a wide range of audiences.
·         Superior desktop computing skills including spreadsheet capabilities, database knowledge, and other analytical applications preferred.
Note: Only U.S. citizens, lawful permanent residents, or others with the permanent right to work in the United States will be considered for this position. Employment is also contingent on a successful drug-screening result and successful passing of the required FINRA licenses.
Please apply to  requisition 102943

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