Portfolio Consultant
hace 8 meses
**Portfolio Consultant**
The Portfolio Consultant researches client needs and supports the response to client requests by providing investment analyses and observations. May communicate solutions and provide investment expertise to clients.
**Core Responsibilities**:
- Researches client needs and provides internal partners and clients with insights, analysis, and solutions to help clients identify potential opportunities in their investment portfolios. Develops supporting documentation used to communicate findings and observations.
- Oversees the intake process for investment-related questions or requests. Conducts client needs assessments and recommends the allocation of internal resources to address client needs.
- Collaborates with internal investment, finance, and sales partners to respond to investment-related questions or requests from clients and prospects. May travel with internal partners to provide investment expertise and represent Vanguard at client meetings.
- Maintains and produces quarterly client summaries, dashboards, and other reports. Ensures reporting accuracy by researching and resolving discrepancies.
- Serves as a department expert on and vendor relationship manager for data systems and analytical tools.
- Supports the training and development of more junior crew to improve their investment acumen.
- Participates in special projects and performs other duties as assigned.
**Qualifications**:
- Three years of experience in the Financial Services industry or client services preferred.
- Undergraduate degree or equivalent combination of training and experience.
- Progress towards CFA or CFP preferred.
**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.
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