Robert Orozco, CFA

Experience

• 

  Vanguard

  Feb 2012 - now

  Provided business partners (such as sales representatives, account managers, etc.) with timely, in- depth, and accurate information through a support database for use in communicating with key clients and prospects. Provided reusable, evergreen content to be used in responding to RFPs and RFIs.Utilized various data sources such as Morningstar Direct, FactSet Workstation, Bloomberg Terminal, and BlackRock Aladdin to acquire, analyze, and explain data.Performed performance analysis on actively managed mutual funds to write investment commentaries. Analyzed the health of index fund products from a competitive, business, and client benefit perspective. Operationalized centralization of department-produced Q&A's through a new knowledge management system. Show less

  • Fixed Income Product Management Analyst

    Jul 2023 - now

  • Investment Product Marketing Analyst

    Oct 2019 - Jul 2023

  • Product Management Intern

    Mar 2019 - Sept 2019

  • Information Center Communication Administrator

    May 2017 - Sept 2019

  • Brokerage Investment Professional

    Feb 2013 - May 2017

  • Investment Professional

    Feb 2012 - Feb 2013