Investment Product Analyst, Active Equity

The Portfolio Review Department (PRD) ensures Vanguards investment offer stays healthy relevant and focused on helping clients reach their investment goals. As an Investment Product Analyst on the Active Equity Product team youll partner closely with Vanguards Manager Research team distribution and marketing to assess product health inform strategy and help bring new solutions to market.

Vanguard is among the industrys largest active equity providers with 50 years of active equity experience a roster of 20 external sub advisors and in house expertise through our Quantitative Equity Group (QEG). The team is engaged on notable initiativesincluding recent Wellington managed fundamental active equity ETF launchesgiving you visibility into high impact product decisions.

Responsibilities:

• Completes analyses of strategic competitive client and market issues relating to Vanguards Active Equity Investmentproduct line-up. 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 Active Equity Investment products and industry trends.

• Utilizes department resources to respond to Active Equity fund advisor and market questions. Manages the support process recommending process guidelines to management and the business.

• Supports the creation of dynamic content used to position Vanguards Active Equity Investmentproducts. 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.

• Develops and maintains Active Equity Investmentproduct-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.

Qualifications:

• Undergraduate degree or equivalent combination of training and experience.

• Foundation of investment acumen and data analysis skillset preferred.

• Curiosity about active management 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.

Special Factors

Sponsorship

About Vanguard

At Vanguard we dont just have a missionwere 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.

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.