Investment Product Analyst, Specialist at Vanguard

Toronto, Ontario, Canada

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Investment, Finance, Asset ManagementIndustries

Requirements

Three years related work experience, including one year experience in the investment industry
Strong analytical, interpersonal and communication skills
Undergraduate degree with demonstrated success in academics
CFA enrollment preferred
Familiarity with tools like Bloomberg, Morningstar Direct, FactSet, MatLab an asset
Proven history of motivation and initiative
Detail oriented

Responsibilities

Builds and produces key reports on a regular basis on Vanguard multi-asset offering, industry trends and the Canadian economy
Supports the creation of dynamic content used to position Vanguard's products and models
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
Supports Vanguard’s Investment Strategy Group by providing economic research including Canadian economic indicators and statistics
Generates appropriate charts, tables on the Canadian economy, obtains and organizes readily available data
Conducts attribution analysis on portfolios providing both quantitative and qualitative insights
Develops and maintains competitor research, analysis, and monitoring that supports better business understanding of competitors' offerings, drives positioning of Vanguard's offer, and supports distribution
Utilizes department resources to respond to queries. Manages the support process, recommending process guidelines to management and the business
Develops and maintains relationships across the organization including the investment teams, sales, marketing, and legal
Maintains a client-focused, team-oriented, and data-driven mindset building investment expertise in areas such as asset allocation, portfolio construction and product design features
Continues personal development of analytical and presentation skills
Participates in special projects and performs other duties as assigned

Skills

reporting

research

analysis

attribution analysis

economic indicators

charts

tables

competitor analysis

portfolio construction

asset allocation

data analysis

presentation skills

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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