Investment Management Product Manager (Product Analytics & Technology) at Vanguard

Malvern, Pennsylvania, United States

Vanguard Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Investment Management, Financial ServicesIndustries

Requirements

  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred. CFA/CFP preferred
  • Minimum of five years related work experience
  • At least 3 years prior experience in investment/investment product analysis, data analysis/analytics, and/or technical product management (including experience in AI-development)
  • Experience thriving on collaboration

Responsibilities

  • Leads product management activities for several technology products, including planning, development, and implementation
  • Provides data analysis and insight in support of research and other strategic initiatives
  • Defines and analyzes business partner needs. Develops detailed product features and requirements and develops implementation plans
  • Identifies new sources of data, analyses, or tools that can support investment product development and competitive intelligence. Provides consultation and subject-matter expertise on available data sources and how that data can be used to solve business partner needs
  • Collaborates with cross-functional teams and IT partners to align solutions to business partner needs
  • Coaches product teams towards best practices and learnings. Ensures delivery of messaging, communication, and customer outreach, as necessary
  • Partners with stakeholders to resolve production and implementation issues in a timely manner and supports/drives escalations where required to enable rapid delivery
  • Employs a variety of qualitative and quantitative analysis techniques to continually improve capabilities offered to business partners
  • Participates in and provides recommendations for ongoing business planning and departmental prioritization activities
  • Participates in special projects and performs other duties as assigned

Skills

Product Management
Data Analysis
AI Development
Investment Product Analysis
Technical Product Management
Business Analysis
Quantitative Analysis
Qualitative Analysis
Cross-Functional Collaboration
Stakeholder 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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