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Vanguard · 1 month ago

Investment Product Analyst, Active Equity

Malvern, PA

Full-time

Hybrid

New Grad, Entry Level

Vanguard is among the industry’s largest active equity providers, and they are seeking an Investment Product Analyst to join their Active Equity Product team. This role involves analyzing market and product trends, supporting product development, and collaborating with various teams to enhance Vanguard’s investment offerings.

FinanceFinancial Services

No H1B

Responsibilities

Completes analyses of strategic, competitive, client and market issues relating to Vanguard's Active Equity Investment product line-up. Prepares and presents strategic analysis, findings, and recommendations to leadership and peers. Contributes to product development and implementation with input on new products and product enhancements to enhance client experience and business results

Builds and produces key reports on a regular basis on Vanguard Active Equity Investment products and industry trends

Utilizes department resources to respond to Active Equity fund, advisor, and market questions. Manages the support process, recommending process guidelines to management and the business

Supports the creation of dynamic content used to position Vanguard's Active Equity Investment products. Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard's fund line-up. Assists with the creation of thought leadership commentary

Develops and maintains Active Equity Investment product-based competitor research, analysis, and monitoring that supports better business understanding of competitors' product offerings, drives positioning of Vanguards' product, and supports sales teams

Develops and maintains relationships across the organization including investment teams, sales teams, marketing, and legal

Continues personal development of investment/fund analysis skills and presentation skills. Contributes to presentations on investment topic to internal crew and external clients

Participates in special projects and performs other duties as assigned

Qualification

Investment acumenData analysisExcel proficiencyPowerPoint proficiencyPower BI exposureCuriosity about active managementCollaborative skillsIndependent work ability