Leads the team to achieve fund and investment operational and strategic objectives. Maintains a compliant and high-performing operating environment, ensures service level agreements are met, and drives process improvement efforts.

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

Leads a team of performance analysts. Performs process oversight to ensure team's compliance to core deliverables and to proactively identify and resolve operational issues.

Core Responsibilities

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
• Oversees performance analysis, attribution and reporting of investment portfolios. Consults and advises key stakeholders, acts as subject matter and technical expert. Identifies and resolves performance issues.
• Manages the oversight activities for a suite of funds and works with cross functional business leaders to identify and prioritize strategic and tactical business initiatives to minimize risk and increase scalability.
• Ensures accurate performance measurement and attribution.  Provides analytical insights into performance data for internal stakeholders.
• Designs and oversees calculation models. Evaluates risk and performance. Collaborates with appropriate stakeholders to mitigate risk and to enhance adjusted returns. Stays abreast of industry standards relating to performance methodology, attribution analysis and benchmark construction.
• Creates and maintains metrics to evaluate effectiveness, productivity and scalability. Identifies opportunities to better meet client needs. Identifies recent notable activity and communicates key findings and trends.
• Provides thought leadership and support to the global operating model with ability to influence stakeholders and drive significant strategic change across the business.
• Assists in maintaining oversight process of all outputs, analysis and ad hoc responses to ensure quality levels in accordance with expected results.
• Oversees performance of the service model for the team, and drives improvement initiatives. Anticipates business and client needs to develop tools to streamline and improve service delivery.
• Participates in special projects and performs other duties as necessary.

Qualifications

• Minimum of seven years related work experience.
• Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
• Strong investment acumen, with detailed portfolio and investment knowledge across equities, fixed income and multi asset.
• Experience working directly with investment and risk professionals is preferred, with a proven ability to deliver investment and risk insights beyond the underlying performance data.

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.