Kelsey Adler

Role
Senior Investment Analyst at Vanguard
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kelsey Adler

Senior Investment Analyst with experience in conducting ESG analysis on multiple active…

Experience

  1. Senior Investment Analyst

    Vanguard

    Nov 2022 — Present

    Senior Investment Analyst serving as a liaison between investment teams and institutional clients including Defined Contribution Plan Sponsors, Institutional Consultants, and Nonprofit. Responsible for covering internally managed active fixed income products, sub-advised active equity funds, and multi-asset solutions. Conducts research and analysis on internal and competitor products. Evaluates and analysis product offering from ESG and DEI perspective.

Skills

  • Spanish-Speaking
  • Microsoft Excel
  • Powerpoint
  • Teamwork
  • Typing
  • Microsoft Office
  • Microsoft Word
  • Windows 7
  • Customer Service
  • Series 63
  • Windows
  • Data Analysis
  • Editing
  • Series 7
  • Mac Os X

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