Core Responsibilities
Support portfolio solutions initiatives focused on portfolio construction and analysis for regional investors.
Assist in preparing various materials in English, Spanish, and Portuguese. Conduct research on market trends, performance reports, and economic developments.
Help maintain model portfolios systems, track business development activities, and prepare reports for regional leadership.
Contribute to the planning and execution of client events, webinars, and roadshows with clients, collaborating with cross-functional teams (marketing, product, compliance).
Participate in special projects and perform other duties as assigned.
Qualifications
Currently pursuing a bachelor’s degree in Finance, Business, Economics, Actuarial Science, or International Relations.
Strong interest in financial markets.
Fluency in English and Spanish.
Strong communication and organizational skills.
Analytical mindset with the ability to research, interpret, and present market data.
Highly organized, proactive, and adaptable to a fast-paced, multicultural environment.
Proficiency in Microsoft Office (Excel, PowerPoint, Word); familiarity with financial data platform/software is a plus.
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.