Multi-Asset Investment Product Strategist

The Vanguard Group

  • Malvern, Pennsylvania
  • 30+ days ago

    Highlights

    As a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.

    Numbers & Facts

    LocationMalvern, Pennsylvania

    Description

    Are you ready to help shape the future of global investing? As a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. The MAS team leads high-impact, cross-functional investment product strategy work, including stewardship of Vanguard’s $1.8 trillion Target Retirement franchise. In this role, you’ll transform complex market data into clear strategic insights, collaborate with senior leaders, and help guide the evolution of Vanguard’s multi-asset investment offerings. If you're energized by cross-functional problem solving, market analysis, and shaping product direction at scale, this role offers the opportunity to make a meaningful impact.

    Responsibilities:

    • Conduct in-depth analysis of investment, strategic, competitive, and client considerations relating to Vanguard's multi-asset investment product line-up, using qualitative and quantitative data to inform recommendations.

    • Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.

    • Analyze and structure complex datasets from internal and external sources, ensuring data quality and translating insights into clear implications for product strategy and development.

    • Synthesize findings into actionable insights and present recommendations to senior management through concise memos and presentations.

    • Lead multi-asset product research projects end-to-end, coordinating enterprise-wide partners, defining scope and timelines, and ensuring timely delivery of outcomes.

    • Build and maintain strong relationships across the organization and within the broader industry to enhance perspective, insight generation, and research effectiveness.

    • Develop and apply a deep understanding of asset-management industry trends, market dynamics, and competitive positioning to inform product decisions.

    • Participates in special projects and performs other duties as assigned.

    Qualifications:

    • Five years of relevant experience, including at least three years in product strategy or investment analysis; multi-asset investment experience preferred.

    • Bachelor’s degree required, graduate degree preferred.

    • CFA designation preferred.

    Special Factors

    Sponsorship

    Vanguard is not offering visa sponsorship for this position.

    About Vanguard

    At Vanguard, we don't just have a mission—we're on a mission.

    To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

    How We Work

    Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

    Similar Jobs

    BC Forward

    Investment Analyst Basic

    • Newark, DE
    8 days ago
    See more jobs