Investment Performance Analyst, Specialist

Key Responsibilities

• Independently performs day‑to‑day performance measurement and attribution analysis, ensuring accuracy, timeliness, and consistency with benchmarks and internal performance standards.
• Identifies, analyses, and clearly explains the drivers of daily excess performance, including market movements, index methodology and rebalance effects, timing differences between the fund and the benchmark, corporate actions, and cash impacts.
• Prepares and presents performance and attribution insights to Portfolio Managers and Risk, including participation in weekly review forums.
• Applies established performance measurement and attribution methodologies.
• Validates and reconciles performance and attribution outputs across systems, escalating issues in line with defined procedures.
• Responds to analytical and technical queries, operating independently for routine analysis and partnering with senior analysts on more complex topics.
• Uses analytical tools and datasets (e.g. Excel, FactSet, SQL, Python) to support analysis, reporting, and process efficiency.
• Operates within Vanguard’s risk and control framework, ensuring data integrity and audit readiness.
• Contributes to process improvement, standardisation, and automation initiatives.
• Collaborates effectively within a global team and supports knowledge sharing.

What We Are Looking For

• Hands‑on experience in performance measurement and attribution (essential).
• Experience supporting Index Equity portfolios and/or Fund of Fund portfolios (strongly preferred); experience with Fixed Income instruments highly desirable.
• Strong understanding of benchmarks and index construction.
• Strong understanding of attribution methodologies (e.g. Brinson-based equity attribution; fixed‑income attribution advantageous).
• Ability to identify and explain drivers of excess performance clearly and concisely.
• Comfortable working within established analytical frameworks while developing technical depth.
• Growth mindset.

Qualifications

• Degree in Finance, Economics, Mathematics, Accounting, or a related discipline.
• Experience in investment performance, attribution, index analytics, or a related analytical role.
• Strong understanding of equity markets and index‑based investment strategies.
• Exposure to Fixed Income instruments preferred.
• Strong analytical skills and attention to detail.
• Proficiency in Excel; FactSet experience highly desirable.
• Exposure to SQL or Python beneficial.
• Fund accounting awareness and familiarity with IBOR and ABOR concepts preferred.
• Knowledge of FactSet and BlackRock Solutions Aladdin is advantageous.
• Strong communication skills and ability to work effectively in a collaborative environment.
• Interest in pursuing CIPM or CFA (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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