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Investment Product Strategy Analyst

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Vanguard

10d ago

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Toronto
  • Quick Apply

AI generated summary

  • You need 5 years of experience (3 in investment), an undergrad degree, proficiency in Morningstar Direct and Bloomberg, ETF product experience, and CFA preferred.
  • You will analyze Vanguard's product strengths, interpret complex data, manage project teams, track industry trends, develop stakeholder relationships, and support special projects.

Requirements

  • Five years related work experience, including three years' experience in the investment industry
  • Undergraduate degree or equivalent combination of training and experience
  • Proficiency in using Morningstar Direct and Bloomberg
  • ETF product development/management experience
  • CFA preferred

Responsibilities

  • Assists in assessing the strength of Vanguard's product offer relative to specific business lines through analysis of strategic, competitive, client and market issues relating to Vanguard's investment product line-up. Conducts analysis of comprehensive and complicated research questions facing the fund lineup. Develops materials to share findings and conclusions with senior management (e.g., presentations, white papers, case studies, etc.).
  • Interprets and analyzes highly sophisticated data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, coordinates, and crafts data into a compelling storyline with actionable insight.
  • Manages project team. Organizes and participates in team meetings. Develops agenda, collects content, and follows up appropriately.
  • Stays abreast of industry, market, and competitive trends. Supports efforts to keep the senior management team advised of key industry, competitive, and product trends. Leverages new research and relationships to advise strategic recommendations.
  • Develops effective working relationships with key stakeholders.
  • Participates in special projects and performs other duties as assigned.

FAQs

What is the primary focus of the Investment Product Strategy Analyst role?

The primary focus is to provide strategic analysis and assessment of new investment products and the current product portfolio to support business line strategies and contribute to Canada's product research plan.

What are the core responsibilities of the Investment Product Strategy Analyst?

Core responsibilities include assessing Vanguard's product offerings, conducting comprehensive data analysis, managing project teams, staying updated on industry trends, building relationships with stakeholders, and participating in special projects.

What qualifications are required for this position?

Candidates should have five years of related work experience, including three years in the investment industry, an undergraduate degree or equivalent experience, proficiency in Morningstar Direct and Bloomberg, ETF product development/management experience, and a CFA designation is preferred.

Is experience with specific tools required for this job?

Yes, proficiency in using Morningstar Direct and Bloomberg is required.

What is Vanguard's approach to work arrangements?

Vanguard has implemented a hybrid working model that offers flexibility while promoting in-person learning, collaboration, and connection.

Is there a preference for a specific professional designation?

Yes, having a CFA (Chartered Financial Analyst) designation is preferred for this position.

How does the role support senior management?

The role supports senior management by analyzing industry, competitive, and product trends and providing strategic recommendations based on research findings.

Will there be opportunities to participate in other projects outside of the main responsibilities?

Yes, the role includes participation in special projects and performing additional duties as assigned.

What kind of experience is valued in the investment industry for this position?

A background in investment product development/management, along with demonstrated analytical capabilities and familiarity with market trends, is highly valued.

How does Vanguard benefit Canadian investors?

Canadian investors benefit from Vanguard's low costs, client focus, stability, and experience derived from its unique mutual structure that aligns the interests of the firm with its investors.

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Vanguard

Finance
Industry
10,001+
Employees
1975
Founded Year

Mission & Purpose

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—including keeping investing costs as low as possible—with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!