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Investment Research Associate – Client Insights in Mexico City. Build regional thought leadership and engage clients with research.
Hybrid role at Vanguard: research, client engagement, and thought leadership across Latin America.
Job Overview
Title: Investment Research Associate – Client Insights
Location: Mexico City, Mexico
This role sits within Vanguard’s Advisory Research Center (ARC) for Latin America, part of a well‑established capability in the U.S. and the U.K. that is now expanding to support clients across the region. ARC will play a central role in deepening Vanguard’s thought leadership engagement with institutional and intermediary clients in LatAm.
As such, this position serves as a critical bridge between Vanguard’s global research and client impact in Latin America, translating Vanguard's global perspectives into clear, regionally relevant, client ready insights. In addition to research, the position also requires meaningful client engagement. As such, this individual will act as both a research contributor and a trusted ambassador for Vanguard—representing Vanguard’s perspectives in client meetings, industry forums, and internal leadership discussions. Success in this role requires intellectual curiosity, strong analytical skills, and the ability to convert complex research into client insights that drive client outcomes.
This hybrid role (in office Tuesday–Wednesday–Thursday) is based in Mexico City, Mexico.
Responsibilities
- - Conduct original research and analysis on topics relevant to Latin American wholesale intermediary and institutional clients, including investor behavior, retirement readiness, savings behavior, portfolio construction, and investor advocacy.
- - Monitor and synthesize Vanguard’s global thought leadership alongside regional market, regulatory, pension, and wealth‑management developments, assessing relevance and applicability to Latin American clients.
- - Partner with internal research teams to adapt global insights into region‑specific perspectives, narratives, and implications.
- - Translate research findings into high‑quality, client‑ready materials, including white papers, presentations, briefs, talking points, and executive‑level summaries.
- - Ensure clarity, consistency, and alignment with Vanguard’s global research standards while tailoring messaging to local and regional client needs.
- - Incorporate feedback from clients and distribution partners to refine content and help shape the regional thought‑leadership pipeline.
- - Present research insights to clients and internal partners through meetings, webinars, and events, delivering clear, actionable, and practical messages.
- - Represent Vanguard at client events and industry conferences as a subject‑matter resource and thought‑leadership spokesperson.
- - Build credibility with institutional and intermediary audiences by articulating Vanguard’s research‑based perspective in an accessible and relevant manner.
- - Develop strong working relationships across research, distribution, product, and marketing teams to support coordinated delivery of thought leadership.
- - Participate in internal training and communications to educate stakeholders on new and established research themes.
- - Ensure consistency and alignment of thought‑leadership messaging across regions and divisions.
Education & Experience
- - Minimum of 2–4+ years of experience in financial services, asset management, pensions, wealth management, consulting, public policy, behavioral science, or a related research‑oriented environment (e.g., policy or think‑tank).
- - Bachelor’s degree required; graduate degree preferred.
- - Strong analytical capabilities with the ability to assess global and regional trends and generate insightful, well‑structured research and content.
- - Excellent written and verbal communication skills; demonstrated ability to produce white papers, briefs, and executive‑level materials.
- - Experience producing white papers, PowerPoints, briefs and executive level materials, etc.; required.
- - Experience presenting to clients or external audiences, including participation in industry events, conferences, or similar forums.
- - Proven ability to work cross‑functionally and adapt global perspectives to local and regional contexts.
- - CFA preferred but not required.
- - No licenses or certifications required for this role.
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.