Investment Product Strategy Analyst, Specialist

The Vanguard Group • Scottsdale, PA

1d • Hybrid

About The Position

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Requirements

• Three years related work experience.
• Undergraduate degree or equivalent combination of training and experience.

Nice To Haves

• CFA preferred.

Responsibilities

• Assists in analyzing and assessing the strength of Vanguard's product offer overall in the market.
• Assists in developing and maintaining a deep knowledge of investors "archetypes" present within each business. Builds a strong understanding of common portfolio construction techniques, investor preferences, product selection criteria, industry trends and demographic trends that may impact Vanguard's success in the marketplace.
• Supports development of materials to share findings and conclusions with senior management (e.g., presentations, white papers, case studies, etc.).
• Interprets and analyzes complex data using business acumen in order to derive key insights. Verifies the quality, accuracy and reasonableness of the data. Displays, organizes, and crafts data into a compelling story line with actionable insight.
• Stays abreast of industry, market, and competitive trends. Supports efforts to keep the senior management team informed of key industry, competitive, and product trends. Leverages new research and relationships to inform strategic recommendations.
• Develops effective working relationships with key stakeholders.
• Participates in special projects and performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree