Investment Product Analyst, Active Equity at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Finance, Asset ManagementIndustries

Requirements

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

Responsibilities

Completes analyses of strategic, competitive, client and market issues relating to Vanguard's Active Equity Investment product 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 Vanguard's Active Equity Investment products
Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard's fund line-up. Assists with the creation of thought leadership commentary
Develops and maintains Active Equity Investment product-based competitor research, analysis, and monitoring that supports better business understanding of competitors' product offerings, drives positioning of Vanguard's 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 topics to internal crew and external clients
Participates in special projects and performs other duties as assigned

Skills

Key technologies and capabilities for this role

Active EquityPortfolio AnalysisStrategic AnalysisCompetitive AnalysisProduct DevelopmentMarket ResearchFinancial ReportingInvestment ProductsETFQuantitative EquityManager Research

Questions & Answers

Common questions about this position

What qualifications are required for the Investment Product Analyst role?

An undergraduate degree or equivalent combination of training and experience is required, along with a foundation of investment acumen and data analysis skillset preferred. Additional preferences include curiosity about active management and ETFs, proficiency with Excel and PowerPoint, exposure to Power BI tools, and the ability to work both independently and collaboratively in a fast-paced environment.

Is visa sponsorship available for this position?

Vanguard is not offering visa sponsorship for this position.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position, or is there a location requirement?

This information is not specified in the job description.

What does the work environment look like at Vanguard's Portfolio Review Department?

The role involves working both independently and collaboratively in a fast-paced environment, partnering closely with teams like Manager Research, distribution, and marketing.

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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