Kelsey Adler
- Role
- Senior Investment Analyst at Vanguard
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Kelsey Adler
Senior Investment Analyst with experience in conducting ESG analysis on multiple active…
Experience
Senior Investment Analyst
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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