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Multi-Asset Investment Product Strategist

Vanguard
Posted 4 months ago, valid for 9 days
Location

Malvern, PA 19355, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Vanguard is seeking a key member for its Portfolio Review Department to advance priorities within the Multi-Asset Solutions group, overseeing a $1.8 trillion investment product lineup.
  • The role involves conducting in-depth analysis of investment strategies, collaborating with senior leaders, and synthesizing complex market data into actionable insights for product strategy.
  • Candidates should have five years of relevant experience, including at least three years in product strategy or investment analysis, with multi-asset experience preferred.
  • A Bachelor's degree is required, with a graduate degree and CFA designation preferred, and the position does not offer visa sponsorship.
  • Vanguard promotes a hybrid working model that fosters flexibility while enhancing collaboration and learning opportunities among team members.

Are you ready to help shape the future of global investing? As a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. The MAS team leads high-impact, cross-functional investment product strategy work, including stewardship of Vanguard’s $1.8 trillion Target Retirement franchise. In this role, you’ll transform complex market data into clear strategic insights, collaborate with senior leaders, and help guide the evolution of Vanguard’s multi-asset investment offerings. If you're energized by cross-functional problem solving, market analysis, and shaping product direction at scale, this role offers the opportunity to make a meaningful impact.

Responsibilities:

  • Conduct in-depth analysis of investment, strategic, competitive, and client considerations relating to Vanguard's multi-asset investment product line-up, using qualitative and quantitative data to inform recommendations.

  • Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.

  • Analyze and structure complex datasets from internal and external sources, ensuring data quality and translating insights into clear implications for product strategy and development.

  • Synthesize findings into actionable insights and present recommendations to senior management through concise memos and presentations.

  • Lead multi-asset product research projects end-to-end, coordinating enterprise-wide partners, defining scope and timelines, and ensuring timely delivery of outcomes.

  • Build and maintain strong relationships across the organization and within the broader industry to enhance perspective, insight generation, and research effectiveness.

  • Develop and apply a deep understanding of asset-management industry trends, market dynamics, and competitive positioning to inform product decisions.

  • Participates in special projects and performs other duties as assigned.

Qualifications:

  • Five years of relevant experience, including at least three years in product strategy or investment analysis; multi-asset investment experience preferred.

  • Bachelor’s degree required, graduate degree preferred.

  • CFA designation preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

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.

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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