LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Head of Portfolio Analytics & Consulting

ExperiencedNo visa sponsorship
Vanguard logo

at Vanguard

Asset Management

Posted 15 days ago

No clicks

**Head of Portfolio Analytics & Consulting**: Lead Europe's strategy for portfolio analytics and consulting, shaping Vanguard's delivery of insights and advice. Mobilize investment professionals to excel in portfolio analysis and client support. Experience in investment management (15+ yrs), stakeholder management, and cross-functional strategy is required. Fluent in one or more European languages preferred. Collaborate onsite 3 days weekly (Tue, Wed, Thu). Apply promptly – rolling reviews.

Compensation
Not specified

Currency: Not specified

City
London
Country
United Kingdom

Full Job Description

Vanguard is seeking an accomplished Head of Portfolio Analytics & Consulting to lead and evolve its portfolio analytics and investment consulting capability across Europe. This is an opportunity to shape how Vanguard develops and delivers portfolio insights, investment analysis, and strategic portfolio advice to clients, prospects, and internal stakeholders.
Vanguard is seeking an accomplished Head of Portfolio Analytics & Consulting to lead and evolve its portfolio analytics and investment consulting capability across Europe. This is an opportunity to shape how Vanguard develops and delivers portfolio insights, investment analysis, and strategic portfolio advice to clients, prospects, and internal stakeholders.

The Role

Are you an experienced investment leader with a passion for translating sophisticated investment analytics into actionable portfolio decisions, towards better client outcomes?

Vanguard is seeking an accomplished Head of Portfolio Analytics & Consulting to lead and evolve its portfolio analytics and investment consulting capability across Europe. This is an opportunity to shape how Vanguard develops and delivers portfolio insights, investment analysis, and strategic portfolio advice to clients, prospects, and internal stakeholders.

As the leader of Portfolio Analytics & Consulting, you will define the functions strategy, priorities, and service offering including in relation to the tech stack powering its delivery. You will lead a team of investment professionals responsible for delivering high-quality portfolio analysis and investment consultations across a broad range of client needs. Working at the intersection of Investments, Product, Distribution, and Client Strategy, you will ensure that the teams capabilities support Vanguards commercial priorities, strengthen client relationships, and contribute to better investor outcomes.

This highly visible leadership role combines people leadership, investment expertise, deep analytical knowledge, strategic thinking, operational oversight, stakeholder influence, and significant client engagement. It offers the opportunity to build a scalable and differentiated consulting capability and make a meaningful impact across Vanguards European business.

In this role you will

  • Leads and develops Vanguards Portfolio Analytics & Consulting capability across Europe, setting the vision, strategy, priorities, and service model to meet evolving client and business needs.
  • Leads and develops a high-performing team of investment analysts and consultants, including hiring, coaching, performance management, succession planning, and talent development.
  • Enhances Vanguards portfolio analytics, investment consulting, and client support capabilities by evolving service offerings and leveraging data, analytical tools, and technology to improve quality, scalability, and efficiency.
  • Provides strategic portfolio insights and investment expertise to senior clients and prospects, translating complex analysis into clear and actionable recommendations.
  • Oversees the delivery of portfolio analytics and investment consulting services, ensuring high-quality analysis across asset allocation, portfolio construction, risk, performance, and investment products.
  • Leads strategic initiatives and governance activities related to analytical frameworks, investment recommendations, risk oversight, and service enhancement, providing recommendations to senior management and governance forums.
  • Establish appropriate standards, governance, and quality controls for analytical methodologies, client deliverables, and investment recommendations, ensuring consistency, accuracy, and effective management of risk.
  • Builds and maintains strong relationships with key stakeholders across Investments, Product, Distribution, Marketing, Risk, Compliance, Technology, and Operations, fostering collaboration and alignment on strategic priorities.

What it takes

  • University degree in Finance, Economics, or a related field with a strong quantitative focus.
  • Significant experience (15y+) in investment management, investment consulting, portfolio analysis, portfolio construction, or a related discipline, with a strong understanding of capital markets, asset allocation, and investment products.
  • Proven experience engaging with institutional, intermediary, or wealth management clients.
  • Demonstrated people leadership experience, including building, developing, and leading high-performing teams.
  • Proven ability to define strategy, set priorities, and lead complex cross-functional initiatives in a matrix organization.
  • Strong stakeholder management, governance, and decision-making skills, with the ability to influence senior stakeholders, build alignment, assess risks, and provide clear recommendations.
  • Excellent communication and presentation skills, with the ability to engage effectively with senior stakeholders, clients, and non-technical audiences,
  • Proficiency in one or more European languages in addition to English is preferred to support client engagement across European markets.

Special Factors

  • This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)
  • Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible.

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.

Head of Portfolio Analytics & Consulting

Compensation

Not specified

City: London

Country: United Kingdom

Vanguard logo
Asset Management

15 days ago

No clicks

at Vanguard

ExperiencedNo visa sponsorship

**Head of Portfolio Analytics & Consulting**: Lead Europe's strategy for portfolio analytics and consulting, shaping Vanguard's delivery of insights and advice. Mobilize investment professionals to excel in portfolio analysis and client support. Experience in investment management (15+ yrs), stakeholder management, and cross-functional strategy is required. Fluent in one or more European languages preferred. Collaborate onsite 3 days weekly (Tue, Wed, Thu). Apply promptly – rolling reviews.

Full Job Description

Vanguard is seeking an accomplished Head of Portfolio Analytics & Consulting to lead and evolve its portfolio analytics and investment consulting capability across Europe. This is an opportunity to shape how Vanguard develops and delivers portfolio insights, investment analysis, and strategic portfolio advice to clients, prospects, and internal stakeholders.
Vanguard is seeking an accomplished Head of Portfolio Analytics & Consulting to lead and evolve its portfolio analytics and investment consulting capability across Europe. This is an opportunity to shape how Vanguard develops and delivers portfolio insights, investment analysis, and strategic portfolio advice to clients, prospects, and internal stakeholders.

The Role

Are you an experienced investment leader with a passion for translating sophisticated investment analytics into actionable portfolio decisions, towards better client outcomes?

Vanguard is seeking an accomplished Head of Portfolio Analytics & Consulting to lead and evolve its portfolio analytics and investment consulting capability across Europe. This is an opportunity to shape how Vanguard develops and delivers portfolio insights, investment analysis, and strategic portfolio advice to clients, prospects, and internal stakeholders.

As the leader of Portfolio Analytics & Consulting, you will define the functions strategy, priorities, and service offering including in relation to the tech stack powering its delivery. You will lead a team of investment professionals responsible for delivering high-quality portfolio analysis and investment consultations across a broad range of client needs. Working at the intersection of Investments, Product, Distribution, and Client Strategy, you will ensure that the teams capabilities support Vanguards commercial priorities, strengthen client relationships, and contribute to better investor outcomes.

This highly visible leadership role combines people leadership, investment expertise, deep analytical knowledge, strategic thinking, operational oversight, stakeholder influence, and significant client engagement. It offers the opportunity to build a scalable and differentiated consulting capability and make a meaningful impact across Vanguards European business.

In this role you will

  • Leads and develops Vanguards Portfolio Analytics & Consulting capability across Europe, setting the vision, strategy, priorities, and service model to meet evolving client and business needs.
  • Leads and develops a high-performing team of investment analysts and consultants, including hiring, coaching, performance management, succession planning, and talent development.
  • Enhances Vanguards portfolio analytics, investment consulting, and client support capabilities by evolving service offerings and leveraging data, analytical tools, and technology to improve quality, scalability, and efficiency.
  • Provides strategic portfolio insights and investment expertise to senior clients and prospects, translating complex analysis into clear and actionable recommendations.
  • Oversees the delivery of portfolio analytics and investment consulting services, ensuring high-quality analysis across asset allocation, portfolio construction, risk, performance, and investment products.
  • Leads strategic initiatives and governance activities related to analytical frameworks, investment recommendations, risk oversight, and service enhancement, providing recommendations to senior management and governance forums.
  • Establish appropriate standards, governance, and quality controls for analytical methodologies, client deliverables, and investment recommendations, ensuring consistency, accuracy, and effective management of risk.
  • Builds and maintains strong relationships with key stakeholders across Investments, Product, Distribution, Marketing, Risk, Compliance, Technology, and Operations, fostering collaboration and alignment on strategic priorities.

What it takes

  • University degree in Finance, Economics, or a related field with a strong quantitative focus.
  • Significant experience (15y+) in investment management, investment consulting, portfolio analysis, portfolio construction, or a related discipline, with a strong understanding of capital markets, asset allocation, and investment products.
  • Proven experience engaging with institutional, intermediary, or wealth management clients.
  • Demonstrated people leadership experience, including building, developing, and leading high-performing teams.
  • Proven ability to define strategy, set priorities, and lead complex cross-functional initiatives in a matrix organization.
  • Strong stakeholder management, governance, and decision-making skills, with the ability to influence senior stakeholders, build alignment, assess risks, and provide clear recommendations.
  • Excellent communication and presentation skills, with the ability to engage effectively with senior stakeholders, clients, and non-technical audiences,
  • Proficiency in one or more European languages in addition to English is preferred to support client engagement across European markets.

Special Factors

  • This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday)
  • Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible.

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.