Product Pricing & Economics - FP&A, Lead Analyst 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

Financial Services, Investment ManagementIndustries

Requirements

Minimum of five years related work experience, with at least two years financial services industry experience
Undergraduate degree or equivalent combination of training and experience (Economics or Finance degree preferred)
MBA or other graduate degree preferred
CFA or other financial designation preferred
Experience with management, analysis, and visualization of large datasets
Excellent written and verbal communication skills; flexible and adaptable team player; resourceful in identifying pragmatic solutions to abstract problems
Familiarity with data analysis and visualization tools such as Python, Power BI, and/or Tableau

Responsibilities

Lead product pricing research and analysis on new and existing funds to ensure the competitive health of our product lineup and to support strategic pricing and capital allocation decisions
Synthesize analysis, insights, and thought leadership into compelling storylines and actionable strategies
Prepare and deliver presentation materials to senior leaders and business partners
Maintain broad knowledge and awareness of the investment industry, competitor products, and Vanguard's fund line-up
Build financial models to evaluate pricing strategies and their impact on revenue, capital allocation, and enterprise financial health; deliver insights that optimize shareholder value and inform long-term strategic planning
Collaborate with business partners (e.g., Product Strategy, Marketing, Business Units) to determine how new and existing fund pricing can drive enterprise strategic goals

Skills

FP&A

Product Pricing

Financial Modeling

Competitive Intelligence

Economics Analysis

Capital Allocation

Stakeholder Management

Presentation Skills

Investment Industry Knowledge

Strategic Planning

Excel

Financial Analysis

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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