Lead Performance Analyst

To provide in-depth performance analysis and reporting across investment portfolios and act as subject matter expert for performance related queries. About Vanguard More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. Team & Opportunity To provide in-depth performance analysis and reporting across investment portfolios, act as subject matter expert for performance related queries, and provide investment insights to inform portfolio management. Join Our Team as a Performance & Attribution Analyst – Drive Insightful Investment Decisions Deliver in-depth performance analysis and attribution for investment portfolios, providing actionable insights to stakeholders. Produce accurate performance measurement and analytical responses for internal and external client queries. Build and implement complex calculation models, evaluate risk and performance, and collaborate with Risk Management to enhance risk-adjusted returns. Contribute thought leadership to a global operational model while driving process efficiency and applying robust risk controls. Identify opportunities to meet evolving client needs, assess trends, and communicate key findings to senior management. Stay ahead of industry standards in performance methodology, attribution analysis, and benchmark construction, while engaging in special projects that shape the future of investment performance analysis. What We’re Looking For Minimum of 5 years’ relevant experience in performance analysis or financial services. Undergraduate degree in Accounting, Finance, or equivalent experience (CFA preferred). Excellent verbal, written and interpersonal communications skills, with confidence presenting to senior management. Familiarity with programming languages such as Python is a plus. Inclusion Statement Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. 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. #J-18808-Ljbffr