Investment Product Strategy Analyst
Vanguard
Investment Product Strategy Analyst, Specialist
Our mission starts with you!
More than 45 years ago, Vanguard founder John C. Bogle transformed the industry when he built an investment management firm owned by its clients. A simple but revolutionary idea that a mutual fund company should be managed in the sole interest of its funds’ investors. Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group, Inc., is owned by its U.S.-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique mutual structure aligns our interests with those of our investors and drives the culture, philosophy and policies throughout Vanguard worldwide. As a result, Canadian investors benefit from Vanguard’s low costs, client focus, stability and experience. In this role you will Provides strategic analysis and assessment of new investment products and current product portfolio in support of business line strategies and support delivering on Canada's aggressive product research plan.
Core Responsibilities
+ Assists in assessing the strength of Vanguard's product offer relative to specific business lines through analysis of strategic, competitive, client and market issues relating to Vanguard's investment product line-up. Conducts analysis of comprehensive and complicated research questions facing the fund lineup. Develops materials to share findings and conclusions with senior management (e.g., presentations, white papers, case studies, etc.).
+ Interprets and analyzes highly sophisticated data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, coordinates, and crafts data into a compelling storyline with actionable insight.
+ Manages project team. Organizes and participates in team meetings. Develops agenda, collects content, and follows up appropriately.
+ Stays abreast of industry, market, and competitive trends. Supports efforts to keep the senior management team advised of key industry, competitive, and product trends. Leverages new research and relationships to advise strategic recommendations.
+ Develops effective working relationships with key stakeholders.
+ Participates in special projects and performs other duties as assigned.
Qualifications
+ Five years related work experience, including three years' experience in the investment industry
+ Undergraduate degree or equivalent combination of training and experience
+ Proficiency in using Morningstar Direct and Bloomberg
+ ETF product development/management experience
+ CFA preferred
How We Work
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.
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