Multi-Asset Investment Product Strategist
Vanguard · Malvern, PA · 1 mo ago
HybridMarketingFull-time
About the role
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.
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.
- Participate in special projects and perform 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.