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Vanguard · 1 month ago

Multi-Asset Investment Product Specialist

Malvern, PA

Full-time

Hybrid

Senior Level

5+ years exp

Vanguard is a leading investment management company seeking a Multi-Asset Investment Product Specialist to support their multi-asset solutions. The role involves conducting product analyses, providing investment support, managing projects, and contributing to product improvements and training initiatives.

FinanceFinancial Services

No H1B

Responsibilities

Conduct analyses of multi-asset investment product topics confronting Vanguard's product line-up, including but not limited to our Target Retirement Funds, LifeStrategy Funds, and model portfolio offer. Leverage cross-functional teams as required. Prepare strategic analysis and recommendations for senior management

Develop and display multi-asset investment and product expertise. Provide investment support and guidance to relationship management and sales teams. Participate in meetings with a range of Vanguard clients

Manage or support various projects related to fund performance and health. Coordinate activities across various Vanguard areas to support fund initiatives. Develop and maintain key internal stakeholder relationships across the organization

Leverage the client and sales feedback on products in order to assess product health and facilitate ongoing product improvements and positioning

Support the creation of dynamic content used to position Vanguard investment products and to respond to investor queries

Create and facilitate internal training and communications including training on launches and changes to existing products. Ensure coordination and consistency of product-related marketing initiatives and external communications across divisions

Contribute to business line research agendas to enhance client experience and business results

Stay current on industry, market, product, and competitive trends

Participate in special projects and performs other duties as assigned

Qualification

Multi-asset investment expertiseProduct management experienceInvestment analysis/strategyCFA certificationFINRA Series 7 & 63Client relationship managementProject managementCommunication skills