Investment Product Analyst, Index Equity

Vanguard•Malvern, PA

1d•Hybrid

About The Position

The Portfolio Review Department (PRD) ensures Vanguard’s investment offer stays healthy, relevant, and focused on helping clients reach their investment goals. As an Investment Product Analyst on the Index Equity Product team, you’ll partner closely with Vanguard’s portfolio management, distribution, and marketing teams to assess product health, inform strategy, and help bring new solutions to market. Vanguard is the industry’s largest index equity provider, with 50+ years of indexing expertise, a deep bench of global investment professionals, and a disciplined, time‑tested approach to tracking benchmarks with precision. Our Index Equity team oversees 150+ mutual funds, ETFs, and CITs. The team is engaged on notable initiatives—including ongoing product evaluations and ETF launches—giving you visibility into intro high‑impact product decisions.

Requirements

Undergraduate degree or equivalent combination of training and experience.
Foundation of investment acumen and data analysis skillset preferred.
Curiosity about indexing and ETFs; comfort operating across product, research, and distribution preferred.
Proficiency with Excel and PowerPoint; exposure to Power BI tools preferred.
Ability to work both independently and collaboratively in a fast-paced environment.

Responsibilities

Completes analyses of strategic, competitive, client and market issues relating to Vanguard's Index Equity Investment product lineup.
Prepares and presents strategic analysis, findings, and recommendations to leadership and peers.
Contributes to product development and implementation with input on new products and product enhancements to enhance client experience and business results.
Builds and produces key reports on a regular basis on Vanguard Index Equity Investment products and industry trends.
Utilizes department resources to respond to Index Equity fund and market questions.
Manages the support process, recommending process guidelines to management and the business.
Supports the creation of dynamic content used to position Vanguard's Index Equity Investment products.
Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard's fund lineup.
Assists with the creation of thought leadership commentary.
Develops and maintains Index Equity Investment product-based competitor research, analysis, and monitoring that supports better business understanding of competitors' product offerings, drives positioning of Vanguards' product, and supports sales teams.
Develops and maintains relationships across the organization including investment teams, sales teams, marketing, and legal.
Continues personal development of investment/fund analysis skills and presentation skills.
Contributes to presentations on investment topic to internal crew and external clients.
Participates in special projects and performs other duties as assigned.