Head of Indexing Research at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Finance, Investment ManagementIndustries

Requirements

Ten years of related work experience
Five years econometrics and finance research experience preferred
Supervisory experience preferred
Leadership experience required
Dynamic public speaker with experience engaging audiences of various sizes across diverse venues, including conferences, workshops, and large-scale industry events
Undergraduate degree in finance, statistics or equivalent combination of training and experience required
Graduate degree required
PhD or PhD-level equivalent experience preferred
CFA preferred

Responsibilities

Develop and lead a strategic research agenda focused on indexing and broader investment strategy topics, in collaboration with senior stakeholders across government relations, PR/marketing/sales, and investment management
Serve as an internal and external authority on index investing and prepare relevant written material and analyses
Drive research projects that boost Vanguard's role as an investment leader in the industry
Hire, mentor, and manage a high-performing team of investment researchers that develop, organize, and perform complex quantitative and qualitative analysis
Oversee full-stack research execution, including ideation, quantitative and qualitative analysis, publication development, stakeholder engagement, and public ambassadorship
Represent Vanguard as an external authority on portfolio construction and investment advice in senior public-speaking forums with clients, regulators, policymakers, and the broader asset management community
Drive the ongoing review and enhancement of Vanguard’s investment methodology, including detailed audits and empirical recommendations based on market conditions
Serve on divisional and corporate teams, providing mentorship and strategic input across the organization
Participate in special projects and other duties as assigned

Skills

Key technologies and capabilities for this role

index investinginvestment strategyquantitative analysisqualitative analysisportfolio constructionresearch leadershipteam managementstakeholder engagementpublic speakinginvestment methodology

Questions & Answers

Common questions about this position

What qualifications are required for the Head of Indexing Research role?

Candidates need ten years of related work experience, with five years in econometrics and finance research preferred, supervisory experience preferred, and leadership experience required. An undergraduate degree in finance, statistics or equivalent is required, along with a graduate degree; a PhD or PhD-level equivalent and CFA are preferred.

Is visa sponsorship available for this position?

Vanguard is not offering visa sponsorship for this position.

What is the employment type for this role?

The position is full time.

What salary or compensation is offered for this role?

This information is not specified in the job description.

What does Vanguard's mission say about its culture?

Vanguard's mission is to take a stand for all investors, treat them fairly, and give them the best chance for investment success, emphasizing incredible people and long-term financial wellbeing of clients.

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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