Advice Methodology Analyst, Specialist

Our Group(1 month ago)

HybridFull TimeSenior$140,152 - $186,513 (estimated)Advice & Wealth Solutions Methodology

About this role

A role on Vanguard’s Advice & Wealth Solutions Methodology team focused on turning the firm’s financial planning and portfolio construction thought leadership into actionable methodologies embedded in advice solutions. The position collaborates with investment, strategy, and delivery teams and contributes to the design and delivery of client-centric advice products that influence investment outcomes for a large client base.

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Required Skills

Investment Expertise
Analytical Skills
Python
Excel
Portfolio Construction
Financial Planning
Methodology Design
Research
Stakeholder Management
Mentoring

Qualifications

Undergraduate Degree
CFP
CFA

About Our Group

vanguardjobs.com

New Relic is a cloud-native observability platform that helps developers and operations teams monitor, troubleshoot, and optimize applications, infrastructure, and digital customer experiences. It offers application performance monitoring (APM), distributed tracing, logs, metrics, infrastructure monitoring, synthetics, dashboards, and alerting, all unified in the New Relic One platform. The service ingests telemetry from across cloud-native and hybrid stacks, provides powerful query and visualization tools, and includes AI/ML-assisted insights to speed incident response and capacity planning. Organizations use New Relic to correlate metrics, traces, and logs in one place for real‑time visibility and faster troubleshooting.

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