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Lisa Vachalek

Analyst @ American Century | MBA, ESG Expertise

Lisa Vachalek is an Analyst in Client Portfolio Management at American Century Investments, based in the Kansas City Metropolitan Area.1 She has been in this role since November 2020, specializing in global, non-U.S. growth equity strategies, particularly in small caps and emerging markets.1

Vachalek's key responsibilities include:

  1. Distilling complex data and research into clear analysis for over 20 institutional clients across Europe, Asia, and the Americas.1
  2. Providing subject-matter expertise on environmental, social, and governance (ESG) needs for global equity and fixed income clients.1
  3. Collaborating with various teams to complete client, new business, and regulatory requests.1
  4. Designing end-to-end ESG reports and screens, including methodology definition and data sourcing.1
  5. Authoring product performance commentary and assisting in client calls.1

Prior to her current role, Vachalek held positions such as Manager of Social Media and Digital Engagement and Conversion Strategist at American Century Investments.1 She has a strong background in social media management and digital marketing, having worked at Intouch Solutions and PlattForm Higher Education (now Keypath Education) in various roles.1

Vachalek holds a Bachelor of Arts in International Business and Spanish from Central Methodist University, as well as a Master of Arts in Latin American Studies and an MBA in International Business and Marketing from the University of Kansas.1 She has several certifications, including the Investment Foundations® Certificate from CFA Institute and the Certificate in ESG Investing.1

Highlights

Jul 21 · p.wipn.org
PMSI Developer – WIPN

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Lisa Vachalek
Lisa Vachalek, photo 1
Lisa Vachalek, photo 2
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Location

Kansas City Metropolitan Area