Investment Product Strategy Analyst
Investment Product Strategy Analyst
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Job Description
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 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 Vanguards 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 Canadas aggressive product research plan.
Core Responsibilities
Assists in assessing the strength of Vanguards product offer relative to specific business lines through analysis of strategic competitive client and market issues relating to Vanguards investment product lineup. 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 inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
IC
Employment Type
Full-Time
