Equity Product Strategist at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Management, FinanceIndustries

Requirements

Five years related work experience, including three years' experience in product management and investment analysis/strategy. Equity investment experience preferred
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred
CFA preferred

Responsibilities

Conducts efficient and thorough analysis of strategic, competitive, client and market issues relating to Vanguard's Equity investment product line-up
Gathers qualitative and quantitative data from internal and external sources to make data-based recommendations about new Equity Investment products or changes to existing products
Partners with senior leaders, key stakeholders, and subject matter experts to evaluate existing and new Equity investment products, recommending additions and/or changes to the global product line-up
Obtains data from a range of internal and external sources and structures the data to allow for effective data analysis. Verifies the quality, accuracy, and reasonableness of the data
Interprets and strategically analyzes highly complex data using investment and business knowledge in order to derive key Equity Investment product development and insights
Converts and organizes into actionable insight and presents to senior management. Creates memos and presentations summarizing analyses, findings, and recommendations for new and existing funds for discussion at various forums
Develops and maintains broad and deep knowledge of the asset management industry, market and product, and competitive dynamics. Uses this knowledge to derive and communicate product-related insights
Independently manages Equity Investment product research projects involving enterprise-wide cross-functional teams from inception through implementation ensuring project deadlines are met. Defines project scope and requirements, establishes timeline, and ensures completion of deliverables
Develops and maintains strong collaborative working relationships with stakeholders throughout the organization, as well as externally in the industry and uses the knowledge gained from these relationships to improve product research insights and the product research process
Participates in special projects and performs other duties as assigned

Skills

Equity Investment Products

Market Analysis

Competitive Analysis

Data Analysis

Strategic Insights

Product Strategy

Stakeholder Collaboration

Quantitative Analysis

Qualitative Analysis

Financial Presentations

Asset Management

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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