Client Portfolio Management Analyst
Core
Shape and position Vanguard's Fixed Income platform by partnering with investment, sales, and marketing teams to deliver data-driven insights, compelling product narratives, and differentiated market perspective.
Role type
Client Portfolio Management Analyst (Fixed Income)
Builds
Fixed Income investment strategies, pitchbooks, presentations, and market commentary for clients and internal stakeholders.
Domain
Fixed Income / Asset Management
Deliverable
product features
Required skills
Fixed Income market dynamics, product design, competitive landscape analysis, data analysis, strategic initiative collaboration, client education, presentation design
Preferred skills
CFA designation progress, advanced PowerPoint skills, advanced Excel proficiency
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Serve as subject matter expert on Fixed Income strategies; act as key point of contact for sales teams and clients; support development of marketing materials including pitchbooks and presentations; partner with senior sales leaders to represent strategies to clients; monitor and analyze fixed income markets and economic data; collaborate on strategic initiatives including product development; educate internal and external audiences on investment strategies.
Seniority
Mid-level, hands-on IC