Senior Strategy Analyst at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Minimum of five years related work experience
Undergraduate degree or equivalent combination of training and experience (Graduate degree preferred)
Experience in stakeholder management
Experience with both conceptual and analytical problem solving
Proficiency in the Microsoft suite (preferred)
Financial Services experience (preferred)

Responsibilities

Develops and leads complex business strategic, competitive, and product analyses
Consults independently to define the business problem, issues, and planned approach for research and analyses
Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen
Synthesizes analyses, key findings, and potential solutions into actionable recommendations
Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc
Interprets and analyzes highly complex data using business acumen in order to derive key insights; verifies the quality, accuracy, and reasonableness of the data; displays, organizes, and crafts data into a compelling storyline with actionable insight for the business
Develop and present competitive intelligence research in addition to internal and external operational and strategic findings
Stays abreast of industry, market, and business competitive trends; supports efforts to keep the senior management team informed of key industry, competitive, and product trends; recommends new and enhanced capabilities and services
Participates in special projects and performs other duties as assigned

Skills

Strategic Analysis

Competitive Intelligence

Market Intelligence

Data Analysis

Business Acumen

Presentations

White Papers

Case Studies

Research Planning

Problem Diagnosis

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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