Day in the Life Archives - Page 2 of 6

National Intern Day – Recognizing our 2019 summer Vanguard interns

To celebrate National Intern Day, we wanted to recognize some of the interns who have been participating in our College to Corporate (C2C) and MBA Internship Programs. Students from across the country joined us in our Pennsylvania, North Carolina and Arizona offices for an immersive 10 week program. During this time, they became part of a Vanguard team and supported projects and initiatives throughout the company. We asked interns from programs across the business to share what they’ve worked on and what they have taken away from this experience.

Arizona Intern Expo

C2C Advice – Allison F. (AZ)
My internship with Vanguard has been filled with research projects, financial advisor role plays, exploration of the company, hours of advisor shadowing, and asking about a million questions! As I’ve worked to use my time at Vanguard to the fullest, I’ve come to value curiosity more than I would have ever expected. My curiosity has driven me to connect with people and resources at Vanguard to learn more about opportunities to contribute as a fiduciary within the financial planning industry and to develop new skills such as client relationship management, market knowledge, and behavioral coaching. This connection to new knowledge and fresh perspectives has been energizing and extremely rewarding, and has opened my mind to lessons I won’t soon forget.

C2C Business – Brianna M. (AZ)
My experience in the C2C Business Internship has given me the incredible chance to develop myself personally and professionally, in an environment where I was able to take risks, challenge myself, and receive regular feedback.

The projects I worked on over the summer were focused on using Visual Management—digital, physical, and interactive—to create transparency for crew around what is taking place in the Senior Manager and Manager meetings. These projects challenged me to create visual content that aligns to Vanguard’s brand and understand what information is most important to crew. I was able to leverage my marketing background to add an outside perspective and successfully create a sustainable framework for the department. This experience gave me the chance to manage several projects, network effectively and create numerous relationships, and develop leadership skills.

I am extremely grateful to have been an intern at Vanguard. It was very easy to immerse myself into the culture here, largely because of the willingness of the many individuals I interacted with, to assist in giving me the best chance for success.

Pennsylvania Corporate Challenge

C2C Corporate Finance and Accounting – Sarah C. (PA)
I am thankful I had the opportunity to intern with the Global Investment Data Management (GIDM) team on the Equity Trading Floor this summer. I was tasked with designing a new role to combine some of the GIDM Index and Reference teams’ tasks to increase efficiency, broaden investment acumen, and free up time to improve the ways that GIDM provides security and index data to the Equity Index Group. Even in ten short weeks here, I have grown professionally and personally. I developed meaningful relationships, learned and implemented project management best practices, and deepened my knowledge of the systems that ensure accurate and timely data for stakeholders. I have made this summer count by remaining open-minded and self-reflective. The approachability of leaders and the focus on development is genuine at Vanguard, which has encouraged me to truly make the most of every experience this summer.

C2C Investment Management – Tom Z. (PA)
This summer I was placed within Vanguard’s Investment Risk team covering the Quantitative Equity Group. Working with my manager, we have managed to strike what I think is the perfect balance of learning new, intellectually challenging things while also helping solve real-world business problems. In this sense, I have made my time at Vanguard count for both my personal development and the betterment of my team. Going from minimal knowledge about quantitative equity risk management to completing and presenting projects that involve creating frameworks for advanced risk analytics (used in regular meetings, ad-hoc analysis, and presentations to the CIO) has been a truly rewarding experience. These projects have not only helped me develop my technical skills in finance, math, and programming, but have also refined my ability to effectively communicate my project concepts, challenges, and ideas. Overall, my experience at Vanguard has offered me an engaging workplace where I can form terrific professional relationships to help hone and apply the skills I learn.

MBA Internship – Nancy M. (PA)
I have spent my summer working with the International Americas team on developing a competitive intelligence framework for the region. I had the opportunity to learn about various North and South American markets and the complexities Vanguard faces in those countries. Coming from a non-finance background, I valued the opportunity to learn about the asset management industry and gain an international perspective of the company. The MBA Leadership Development Internship Program provided access to senior leadership to ask questions about Vanguard’s strategic priorities and crew member development. I’m happy to come out of my internship experience with a better understanding of how Vanguard is able to play a leading role in global finance and how much they value everyone’s voice.

North Carolina Classroom Central

C2C IT – Abby H. (NC)
This summer, I have been on the Mighty dUX team, which is part of the Enterprise Advice pillar. Our team is working to build a batch application that can check a client’s investment portfolio daily and rebalance them as necessary to best help clients meet their investment goals. I joined dUX right before its first major milestone in development, which meant that I had a very short learning period before I began working on issues vital to the team. This helped me develop my ability to think on my feet and be flexible and adaptable. I learned to take on big challenges and to collaborate with my teammates to quickly and efficiently find solutions to problems as they arose. I enjoyed my internship so much this summer that I applied for a full-time position and will join the 2019 TLP Cadre this fall, so I truly believe that I made it count!

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A conversation with Chief Information Officer, John Marcante

June 26, 2019/in Advice from crew, Day in the Life, Our mission, Voyage to Vanguard career, information, vanguard /by manjunath

A conversation with Chief Information Officer, John Marcante

In this video feature, Vanguard Chief Information Officer, John Marcante, and IT Delivery Manager, Kelly Rumbaugh, sit down for a conversation to discuss their journeys to Vanguard, what excites them about innovative technologies as well as advice for individuals interested in pursuing a career in the industry.

Curious about our Information Technology career opportunities? We’ve got you covered.

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Vanguard Strong Start for Kids Giving Program

From preschool teacher to program officer

June 19, 2019/in Day in the Life, In the community /by manjunath

From preschool teacher to program officer

“Vanguard?! You mean the company that manages my retirement savings?” This is the usual response I hear when I tell people where I work now. I have to admit, starting my career as a preschool teacher and social worker seems like a long way from being a crew member at Vanguard. However it’s exactly the base of knowledge and skills I need to serve in my current role as a Program Officer, co-leading the Vanguard Strong Start for Kids™ grant making portfolio.

Vanguard Strong Start for Kids Giving Program

Where I Started

It was 1996, and I was entering the fall semester of my junior year in college. I’d spent the summer before as a camp counselor at a local child care center in my hometown, and I was just entering my major in early childhood education. I’d gotten a job as a preschool assistant teacher at a child care center not far from my college campus, and I LOVED it. I loved working with the lead teacher to plan lessons that used play as a learning tool, working with families to understand their child’s progress and development, and using what I was learning in my teacher training program to guide how I interacted with the children in my care. I didn’t know then, but those first days in that classroom would set the foundation for my professional career across multiple settings.

After graduating and teaching pre-kindergarten for a while, I moved into one-on-one case management helping low-income families’ access public dollars for child care. From there, I spent several years working at child advocacy organizations helping to shape public policies that benefitted young children and families at the state and federal level. While not exactly the same as a teacher-student relationship, these positions continued to build the foundation of understanding that’s needed to steward philanthropic dollars into the early learning sector.

Vanguard Strong Start for Kids Giving Program

Vanguard Strong Start for Kids Program

While it seems like my experiences might be far from the core business of Vanguard, they’re actually quite similar. Vanguard’s crew are charged with acting as stewards of our clients’ hopes and dreams through smart, sensible, and aligned investment management. And we also are encouraged to be stewards within our communities, so it made sense that the signature crew and corporate philanthropic program would employ Vanguard’s long-held strategy: investing early pays off later. The Strong Start for Kids mission is to boost kindergarten-readiness for low income young children, primarily within Philadelphia, PA, Charlotte, NC, and Phoenix, AZ (our biggest U.S. sites). Empirical evidence shows that investing in high-quality programs for young children and families in the 0-5 years is necessary for developing educated, healthy, productive citizens that thrive in a global economy.

Equally as important as a long-term societal benefit is the fact that high quality early learning opportunities change the trajectory of individual lives and families. I have seen the impact of high-quality opportunities as an early learning professional and I also see it every day as the parent of two young daughters. Children develop the foundation of their cognitive abilities and character during their first five years. Their brains are literally being built by all of the experiences happening in their lives – good or bad! Nurturing relationships that make children feel safe and loved, while enabling them to experience the world around them, builds stronger brains. By supporting organizations and projects that enhance parent/caregiver skills, improve learning opportunities outside of homes, and coordinate services so that families have easier access, the Strong Start for Kids program works to help young children build the foundation for learning they need to thrive.

Vanguard Strong Start for Kids Giving Program

I always knew that my life’s calling had to do with educating, empowering, and uplifting young children and their families. I didn’t know that calling would play out like it has and, ultimately, lead me to Vanguard. I’m lucky to work at an organization where my passion for building community aligns with company values.

-Rashanda P.

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Bridging the gap between college and your career

I guess it shouldn’t have surprised me. There I was, a college senior, in the midst of the “Decade of Decision” and I had been stumped. Less than one year from that moment, I would graduate with a bachelor’s degree in Accounting and begin a new stage of life. Yet the number of forks in the road ahead was truly dizzying! Should I go straight into a graduate program? What about work experience? Should I pay my dues at a Big 4 accounting firm? Did I even want to work in accounting? In short, I wondered how to bridge the gap between being a recent college graduate and becoming a successful professional.

With so many options to choose from, I was grateful for the recommendations of wise mentors who had successfully sailed the seas ahead that I too would soon face. As I was looking into graduate programs, one mentor explained that graduate school could be much more meaningful after a few years of work experience at an industry leading company that shared my personal values. He also encouraged me to show some initiative and attend a career fair at a larger university nearby. His counsel was full of good intentions, so a classmate and I packed our bags. (Who doesn’t love a good road trip?) That career fair helped me connect with my current employer: Vanguard.

Curious about our Client Services career opportunities? Make it count at Vanguard.

Meaningful Work

From the moment I shook hands with my recruiter, I felt a sense of meaning behind Vanguard’s mission—to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Finding a company with a strong purpose was important to me. Before Vanguard, I had the opportunity to volunteer as a service missionary for two years in Chile, where because of our strong core purpose and values, we were able to truly make a difference. At Vanguard, my position in our Retail Investor Group provides an opportunity where I see that purpose come to life in my daily interactions with clients. I find it very satisfying to apply the skills from my college days and accounting background as I explain complex topics related to investing. Helping clients in situations where they need guidance has proved to be my career sweet spot. I also developed a passion for teamwork during my college basketball career. My time at Vanguard has taught me that the only thing better than helping people reach their financial goals is to do it alongside peers and leaders that you really admire.

Balance

Gaining work experience is a top priority during this stage of my life, but it certainly isn’t the only focus! I enjoy spending time with my family, seeing new parts of the world, and volunteering in my community. Finding a balance between these different priorities wasn’t a new task, but I wondered what the balance would feel like once I graduated from college. Some career alternatives required a commitment to long hours at work, but Vanguard seemed to mirror my values with a focus on work-life balance. The time I spend at work is extremely engaging, but it’s my work at home that demands the best of me. Pair that work week with a generous paid-time-off package and finding that elusive balance becomes reality. I was also fortunate to qualify for paternity leave in June of 2018 after the birth of my daughter. That time helped me support my wife as we welcomed our little girl to the world.

Opportunities to Advance My Career

One thing I love about Vanguard is the variety of career paths available for crew (nautical theme intended) including Financial Advisor, Team Leader, and more. Networking is strongly encouraged, and time is provided for attending a variety of career-focused events like department overviews. A recent example was put on by our Hispanic/Latino Organization for Leadership and Advancement (HOLA) group and focused on the skills required to become a successful specialist. Every month, I take time to sit down with my leader who takes an active interest in helping me prepare for my next career move. I’ve discovered that my favorite moments include time to cultivate meaningful relationships with Vanguard’s clients, so I plan to expand on that in the years ahead. I’m also excited to pursue the Certified Financial Planner ™ (CFP ®) designation as I serve clients in more substantial ways.

Working at Vanguard has been essential to my professional growth in these years following my graduation. The purpose behind my work, balance between my other interests, and opportunities for additional development have made this a rewarding decision. If you find yourself in a similar situation like me in your final years in college, know that you’re not alone! In the information age, “analysis paralysis” can be a real obstacle. The encouraging thing is that you can make a great decision even if your information is incomplete. As you evaluate the different paths ahead, be sure to lean on the advice of mentors. Do your best to research options that are most important to you, like matching your personal values and doing work that you find meaningful. Once you have that figured out, trust that with some hard work and the right opportunities, you can turn any path into a rewarding career. The most important part of this stage of life is to keep moving forward. As you do, you’ll be amazed at how naturally you progress from recent graduate to successful professional.

-Josh F.

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That company down the street that doesn’t give advice? Think again.

May 15, 2019/in Advice from crew, Career opportunities, Crew benefits, Culture, Day in the Life, Our mission advisor, crew /by manjunath

That company down the street that doesn’t give advice? Think again.

Meet Deji A. He is a Financial Advisor Manager who shares how he found the right fit in Vanguard. Deji’s strong client focus and passion for developing his crew have remained a priority throughout his career.

Watch his full story below:

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Connecting with the Vanguard mission

April 2, 2019/in Advice from crew, Culture, Day in the Life, Our mission career, client, client services, services /by manjunath

Connecting with the Vanguard mission

Meet Tiamoy W. She learned about Vanguard at a job fair and shortly after launched her career in Client Services. “I think what excites me the most is getting on the phone and knowing that you’re going to change someone’s life.”

Watch her full story below:

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What a career as a financial advisor looks like at Vanguard

Vanguard’s financial advisors are using time-proven investment methodology to offer investment solutions that lead our clients confidently toward their business or personal financial goals. In these blogs, our financial advisors share their personal experiences in pursuing a career in this field and the impact they’ve had in driving successful investment results for clients.

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I wasn’t just hired, I was welcomed

February 20, 2019/in Culture, Day in the Life, Voyage to Vanguard co-op, college, company, corporate, crew, crew members, entering, fit, found, interview, members, position, relationships, research, room, time, transition, vanguard, world /by fdoerr

I wasn’t just hired, I was welcomed

As a student, I always wondered what it’d be like to transition into the real-world. More specifically for me, into the corporate world.

To help bridge the gap from education to employment, my university offers 6-month co-ops – an opportunity to work full time and receive college credit alternating with periods of classroom study. Entering my junior year at college, I knew it was time to pick a company where I could learn new skills and how to make that big transition. But, which company should I choose? Was a small company or large corporation a better fit? Which industry was right for me? So many questions were running through my mind. After some research, I found Vanguard had a position I was interested in. I worked hard on my application and earned an interview. I vividly remember driving to my interview and wondering if I would fit in and what working at Vanguard would be like.

Interviewing & interning

From the moment I walked in the door, I was met with a warm reception. I remember my interview like it was yesterday–I told my interviewer that I was interested in personal growth, professional development, and purpose. We had a great conversation about my goals and Vanguard’s mission. To this day, we still keep in touch and discuss what’s going on in our lives – both professionally and personally. My relationship with her was instrumental in navigating through my co-op at Vanguard and one of the main reasons I chose to accept a position at Vanguard after graduation!

During my co-op, I worked in Institutional Marketing and Communications. My manager was excellent. He connected me with so many crew members, many of whom became trusted advisors who I still consult before big decisions. These mentors have helped me strategize ways to turn my weaknesses into strengths, challenged me to look through a long-term lens when making decisions, and ultimately pushed me to apply for one of Vanguard’s Leadership Development Programs.

Why it mattered

My 6 month co-op came to a close, and as I returned to Drexel for my senior year, I kept in contact with many crew members. The following summer, I returned to Vanguard as an intern with Vanguard Charitable to support a busy giving season. In such a close-knit environment, coupled with the holiday spirit, I developed friendships across the organization. Because of those close relationships, I agreed to return part-time to a role in Research & Strategy. I continue to catch-up with my old team whenever our schedules allow.

As I was entering my last semester at Drexel, I shared my excitement at my college graduation on LinkedIn and thanked those that helped me cross the finish line. Little did I know, the reach would be in the thousands. Hundreds of crew members liked and commented, welcoming me into the company. The fact that crew members who I never met before were so enthusiastic and accepting was humbling. It reassured me that I found a company with a sense of community and family.

The little things count

Another uplifting moment happened while I was struggling to find a conference room. It was the end of the day and most of the office had already headed home. I clearly looked lost, reading every sign to find the meeting location. A woman rushing to catch an elevator paused and asked, “Looking for a room?” I nodded, a little embarrassed, and told her the room number. Instead of just pointing me in the right direction, she took the time to personally walk me to the room. This may seem like a small thing, but to someone who is new, it can mean the world when someone shows a little kindness.

A few months later, I came aboard as a full-time employee. When I came back to the Malvern campus, previous co-workers and managers were excited to connect and hear my updates. That reassured me that our relationships were not static–they were active and lively. And since my start date, I’ve connected with so many people across divisions and in various positions.

Coming out of college, there is a sense of angst and wonder around the corporate environment. But my fears disappeared once I came to Vanguard. From my first face-to-face interaction with crew to launching my career here, I have cultivated and deepened so many valuable relationships.

-Cayla R.

If you enjoyed this post, check out more from our #LifeatVanguard Blog. And if you’re ready for a more rewarding, engaging, meaningful career, check out our opportunities at www.vanguardjobs.com.

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Vanguard investment management careers, Gemma

Q&A with a Vanguard Senior Portfolio Manager

November 29, 2018/in Advice from crew, Day in the Life /by fdoerr

Q&A with a Vanguard Senior Portfolio Manager

To learn more about the career of an investment management crew member, Gemma offered her insight in this Q&A. Gemma is currently a senior portfolio manager in the fixed income active rates team. Her team manages the active US Treasury and US Inflation Linked securities funds. She joined Vanguard in 2011 as a mid-career hire after a career in investment banking and a stint as a portfolio manager at a global sovereign wealth fund. In her spare time, she enjoys spending time with her family and travelling.

In your LinkedIn profile you mention that you are part of a small cadre of women portfolio managers in the asset management industry. Tell us more about this and why you think that is.

Morningstar and Bloomberg recently published articles on women in asset management and have highlighted that there are 14 Fixed Income funds managed solely by women in the US. At Vanguard, I am fortunate to have the opportunity to manage 4 of those funds. There are also other female portfolio managers who manage global fixed income and global equity funds at Vanguard. The attrition rate of gender diversity has risen in the asset management industry since the great financial recession. Research has shown that the broader the diversity within teams, the higher the return potential. This is paramount in an environment where overall investment returns are low and it behooves companies to seek out opportunities to boost returns. I am honored that I can be a role model for younger diverse crew who may be considering a career path into portfolio management.

What advice would you give to your 25-year-old self as you were starting your career?

I would always keep your dreams and aspirations in front of you. Assess what skills and competencies you would need for such roles and take necessary steps to build those by taking on roles that can be stepping stones to your ultimate destination. This is a competitive environment so don’t be afraid to take risks and try something new even if it is not a direct path to attaining your dream job. If it offers a new skill or competency, it adds to your personal growth. Additionally, credentials, such as an accreditation or a secondary degree, can be helpful in your professional development and broadening overall business acumen. I have had two different careers within the investment world as a result of my willingness to builds skills and take risks.

We’re hiring investment management professionals! Learn more here.

What obstacles did you run into and what helped you overcome them?

Years ago while working in investment banking as a professional and a new mother, I had to make difficult career choices to manage both aspects of my life in such a way that I felt fulfilled and I could bring my whole self to the office and home. I have learned over the years that work and life are not a perfect balance and that I shift between the demands from both over time. Above all, I have had a tremendous network of both women and men along with a supportive spouse who have helped me keep my sense of humor and perspective. I have also had supportive bosses who helped me prioritize my family when there were conflicts and encouraged me to advance my career.

Did you have any mentors? How have they supported you in your career?

I was fortunate to have two mentors and a sponsor who helped me to take command of my career, to take roles that presented risks because the long game necessitated that I build skills and experiences, and to build and expand my support network. I found these individuals by chance (elevator pitch) or through my network. They were all senior executives but their business and market acumen along with their wisdom were instructive in helping shape each phase of my professional life. Born an introvert, they quickly helped me to build comfort outside of my natural inclinations. They encouraged me to ask for what I wanted, provided me with opportunities when I wasn’t looking for them (but was ready) and provided me with the moral support to be successful.

What makes you most proud of Vanguard?

There are many things of which I am proud but I would say the integrity and collaborative nature of the crew who are always guided by our mission statement – to take a stand for all investors; to treat them fairly; and to give them the best chance for investment success.

If you’d like to learn more about Gemma, please visit her profile on LinkedIn.

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What it means to be a thought leader

November 14, 2018/in Advice from crew, Day in the Life, Diversity & inclusion behavior and the value, chief investment officer, chief investment officer greg, chief investment officer greg davis, investment analyst, investment management, investment officer greg, investment officer greg davis, investment strategy, investment strategy group, investor behavior and the value, officer greg davis, research, research helps, research helps vanguard, strategy group, thought leadership, value of financial, value of financial advice /by fdoerr

What it means to be a thought leader

My family and friends often ask me to explain what it means to work as an investment analyst in the Investment Strategy Group at Vanguard. I answer by saying that my job is to develop thought leadership. Now, if you’re not sure what the phrase thought leadership means, you’re not alone. When I first joined Vanguard, I didn’t understand what it meant either. Essentially, within my role, thought leadership means investment research that aims to go beyond what’s already been published within the industry or showcases a differentiated opinion. This research helps Vanguard answer key topical questions: What is the value of financial advice? How should investors be thinking through decision-making in retirement? What is Vanguard’s outlook for the economy and the capital markets? Answering these questions by way of research helps Vanguard continue to educate our clients and crew—and helps further establish Vanguard as a leading investment management firm.

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A vertical learning curve

When I began my rotation in the Investment Strategy Group through Vanguard’s leadership development program, I felt fairly intimidated by how much I didn’t know. The group was full of subject-matter-experts who not only conducted research, but frequently acted as ambassadors, discussing and delivering our group’s research in crew trainings, client meetings, and at industry conferences. While I had a background in economics and was passionate about investing, I was unsure about being able to contribute as a new team member within such a tenured department.

What I realized was that being surrounded by such knowledgeable leaders and analysts ensured that my learning curve was essentially vertical. The culture was so collaborative and grounded in intellectual curiosity that I quickly began to build both investment and technical acumen. Throughout various projects, I was able to leverage and maximize my own unique skillset while partnering with other analysts to bring my analytical skills and systems knowledge up to par. I loved the fact that there truly were no bad questions, and everyone was eager to share their experience and knowledge, whether it was over a casual coffee or in the midst of a department-wide town hall.

The content creation process

Shortly after completing my rotation and joining the group permanently, I was aligned to the Advisor’s Alpha research team, which focuses on investor behavior and the value of financial advice. When I began working on my first whitepaper, I collaborated with members of my team and partnered with leaders and practitioners in Vanguard’s client-facing divisions. Our goals were to create differentiated content that would shape the industry conversation and to outline best practices that would give institutional clients the best chance of achieving their mission (i.e. charity, education, retirement).

Creating thought leadership, no matter the topic, often happens in phases. We started off by doing deep dive research, poring through academic studies, industry intelligence, and previously published whitepapers. I really enjoyed the “get smart” phase because it allowed me to get a feel for the broader conversation happening in the industry around institutional advice. Then, we began outlining our approach, performing analysis, and drafting the paper. The writing phase was challenging but rewarding as we iterated through a number of versions and honed in on our structure, language, and visualization. Though it was a long journey, the skills I gained by working through the research process were invaluable.

A foundational skill set

My favorite aspect of working as an investment analyst in this group is that it’s given me broad exposure to numerous investment disciplines across the globe. While I work in Vanguard’s Scottsdale, Arizona office, the Investment Strategy Group is spread across our headquarters in Pennsylvania as well as a number of international offices, allowing us to conduct thought leadership on a global scale. By avidly reading and organically learning from experts in the department, I’ve built a base of knowledge across all of our research specialties including portfolio construction, retirement, and the economy and markets.

In addition to that wide-ranging foundation, I’ve delved deeply into my own research specialty. I realized that a challenging first step to being a thought leader and influencing industry conversation is being well-versed in what’s already been said. By leaning on my team’s experience and conducting research alongside our business partners, I’ve educated myself on the existing dialogue around investor behavior and the value of advice. In the future, I aspire to continue contributing to this dialogue as a developing thought leader (and proudly explaining my job to my friends and family when they ask!)

-Sneha K.

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