Investment Performance Analyst, Specialist

To deliver and oversee delivery of accurate and insightful performance analysis, resolve complex performance issues, develop solutions to complex performance and attribution modeling and process improvements. To guide and develop other analysts within the team.

To deliver and oversee delivery of accurate and insightful performance analysis, resolve complex performance issues, develop solutions to complex performance and attribution modeling and process improvements. To guide and develop other analysts within the team.

**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.

**The Team & Opportunity**

Vanguard is seeking a skilled **Performance Analyst** to join our Investment Performance Analysis & Attribution (PA&A) team in Melbourne. In this role, you will contribute directly to the investment process by delivering accurate, insightful performance analysis to the Investment Management Group (IMG). You will be responsible for resolving complex performance challenges, enhancing attribution models, and driving continuous improvement in performance attribution processes. Additionally, you will play a key role in mentoring and developing fellow analysts, fostering a culture of excellence and collaboration.

**Duties & Responsibilities**

1. Provides guidance to and develops other Performance Analysts in measuring, analyzing, and interpreting the investment performance and technical features of Vanguard's Funds, ETF's, and SMA's.

2. Delivers and oversees delivery of accurate performance analysis, reports and technical requests.

3. Researches and resolves complex performance issues.

4.Develops and leads solutions to complex performance and attribution modelling and process improvements.

5. Develops insightful analysis and commentary to proactively support Product Management and Distribution.

6. Partners with Risk Management Group and Fund Financial Services to ensure an efficient, complimentary and consistent performance & attribution process.

7. Provision of Investment Performance expertise to internal and external clients in projects, presentations, client meetings.

8. Reviews calculation methodologies, researching and updating as required.

9. Participates in special projects and performs other duties as assigned.

**Qualifications**
- Previous experience in a Financial Services role
- Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.

**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.