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About the Role
Direct Indexing Investment Analyst, Specialist
Apply (https://vanguard.wd5.myworkdayjobs.com/en-US/vanguard_external/job/JIS---Oakland/Direct-Indexing-Investment-Analyst--Specialist_178896-1/apply)
locations
JIS - Oakland
time type
Full time
posted on
Posted 14 Days Ago
job requisition id
178896
Supports direct indexing portfolio management and trading activities, client analysis and portfolio management operational procedures. Provides exceptional client outcomes while adhering to regulatory and internal standards.
Responsibilities:
+ Prepares portfolio construction proposals reflecting an understanding of the client’s investment objectives and constraints
+ Collaborates closely with internal client groups and portfolio managers to provide...
Apply (https://vanguard.wd5.myworkdayjobs.com/en-US/vanguard_external/job/JIS---Oakland/Direct-Indexing-Investment-Analyst--Specialist_178896-1/apply)
locations
JIS - Oakland
time type
Full time
posted on
Posted 14 Days Ago
job requisition id
178896
Supports direct indexing portfolio management and trading activities, client analysis and portfolio management operational procedures. Provides exceptional client outcomes while adhering to regulatory and internal standards.
Responsibilities:
+ Prepares portfolio construction proposals reflecting an understanding of the client’s investment objectives and constraints
+ Collaborates closely with internal client groups and portfolio managers to provide...
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