Investment Product Analyst, Specialist

Toronto - Canada

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

The Investment Product Analyst supports Vanguards multi-asset products and model portfolios through reporting research and analysis. This role ensures product health empowers distribution teams and contributes to strategic positioning and education efforts. The analyst collaborates with investment teams sales marketing and legal to deliver insights and maintain competitive positioning.

Core Responsibilities

Builds and produces key reports on a regular basis on Vanguard multi-asset offering industry trendsand the Canadian economy.
Supports the creation of dynamic content used to position Vanguards products and models. Develops and maintains broad knowledge and awareness of the investment industry competition and Vanguards fund line-up. Assists with the creation of thought leadership commentary.
Supports Vanguards Investment Strategy Group by providing economic research including Canadian economic indicators and statistics. Generates appropriate charts tables on the Canadian economy obtains and organizes readily available data.
Detail orientated and able to conduct attribution analysis on portfolios providing both quantitative and qualitative insights.
Develops and maintains competitor research analysis and monitoring that supports better business understanding of competitors offerings drives positioning of Vanguards offer and supports distribution.
Utilizes department resources to respond to queries. Manages the support process recommending process guidelines to management and the business.
Develops and maintains relationships across the organization including the investment teams sales marketing and legal.
Maintains a client-focused team-oriented and data-driven mindset building investment expertise in areas such as asset allocation portfolio construction and product design features.
Continues personal development of analytical and presentation skills.
Participates in special projects and performs other duties as assigned.

Qualifications

Three years related work experience including one year experience in the investment industry.
Strong analyticalinterpersonaland communication skills
Undergraduate degree with demonstrated success in academics.
CFA enrollment preferred
Familiarity with tools like Bloomberg Morningstar Direct FactSet MatLab an asset
Proven history of motivation and initiative

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.

Required Experience:

Core Responsibilities

Builds and produces key reports on a regular basis on Vanguard multi-asset offering industry trendsand the Canadian economy.
Supports the creation of dynamic content used to position Vanguards products and models. Develops and maintains broad knowledge and awareness of the investment industry competition and Vanguards fund line-up. Assists with the creation of thought leadership commentary.
Supports Vanguards Investment Strategy Group by providing economic research including Canadian economic indicators and statistics. Generates appropriate charts tables on the Canadian economy obtains and organizes readily available data.
Detail orientated and able to conduct attribution analysis on portfolios providing both quantitative and qualitative insights.
Develops and maintains competitor research analysis and monitoring that supports better business understanding of competitors offerings drives positioning of Vanguards offer and supports distribution.
Utilizes department resources to respond to queries. Manages the support process recommending process guidelines to management and the business.
Develops and maintains relationships across the organization including the investment teams sales marketing and legal.
Maintains a client-focused team-oriented and data-driven mindset building investment expertise in areas such as asset allocation portfolio construction and product design features.
Continues personal development of analytical and presentation skills.
Participates in special projects and performs other duties as assigned.

Qualifications

Three years related work experience including one year experience in the investment industry.
Strong analyticalinterpersonaland communication skills
Undergraduate degree with demonstrated success in academics.
CFA enrollment preferred
Familiarity with tools like Bloomberg Morningstar Direct FactSet MatLab an asset
Proven history of motivation and initiative

How We Work

Required Experience: