Performance Analyst, Adviser

Analyzes data, assesses trends and develops actionable insights and recommendations in support of business objectives.

**About Vanguard**

Vanguard Australia has been helping investors achieve their long-term financial goals for over 20 years. Serving institutional and individual clients, and financial advisers, we offer investment solutions that are low-cost, diversified and robust through time.

With more than AUD $11 trillion in assets under management Vanguard is one of the world’s largest global investment management companies. In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.

**Team and Opportunity**

The Customer Insights and Analytics function represents the needs of our investors and the market through independent research and insights that measure and drive Vanguard’s business growth strategies.

We have an exciting opportunity for a client focused Performance Analyst to join a highly passionate team that is dedicated to improving the outcomes and experience of our Advisers through data analytics. This role will influence through analysis of data, performance measurement, assessment of trends and development of actionable insights and recommendations. It’s an impactful role for a commercially astute analyst who is seeking an innovative and results oriented environment.

**Core Responsibilities**
- Engages with internal partners to understand business strategy, questions, and goals. Brings structure to business requests, translates requirements into an analytical project approach, and supports projects through completion.
- Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
- Performs analyses of historical data to surface trends and insights using analytical methods.
- Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
- May own and manage recurring analytic or reporting processes.
- Participates in special projects and performs other duties as assigned.

**Qualifications**
- Minimum of three years related work experience.
- Undergraduate degree or equivalent combination of training and experience.

**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.

**Future of Work**

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.