Vanguard · 1 month ago
Equity Product Research and Development Specialist (ETF and MF focused)
Vanguard is a leading company focused on the long-term financial wellbeing of its clients. The Equity Product Research and Development Specialist will be instrumental in driving innovation within the Equity Product group, conducting analyses, collaborating with stakeholders, and managing research projects to enhance Vanguard’s investment offerings.
FinanceFinancial Services
Responsibilities
Conducts efficient and thorough analysis of strategic, competitive, client and market issues relating to Vanguard's Equity investment product line-up. Gathers qualitative and quantitative data from internal and external sources to make data-based recommendations about new Equity Investment products or changes to existing products
Partners with senior leaders, key stakeholders, and subject matter experts to evaluate existing and new Equity investment products, recommending additions and/or changes to the global product line-up
Obtains data from a range of internal and external sources and structures the data to allow for effective data analysis. Verifies the quality, accuracy, and reasonableness of the data. Interprets and strategically analyzes highly complex data using investment and business knowledge in order to derive key Equity Investment product development and insights
Converts and organizes into actionable insight and presents to senior management. Creates memos and presentations summarizing analyses, findings, and recommendations for new and existing funds for discussion at various forums
Develops and maintains broad and deep knowledge of the asset management industry, market and product, and competitive dynamics. Uses this knowledge to derive and communicate product-related insights
Independently manages Equity Investment product research projects involving enterprise-wide cross-functional teams from inception through implementation ensuring project deadlines are met. Defines project scope and requirements, establishes timeline, and ensures completion of deliverables
Develops and maintains strong collaborative working relationships with stakeholders throughout the organization, as well as externally in the industry and uses the knowledge gained from these relationships to improve product research insights and the product research process
Participates in special projects and performs other duties as assigned
Qualification
Required
Five years related work experience, including three years' experience in product management and investment analysis/strategy
Undergraduate degree or equivalent combination of training and experience
Preferred
Equity investment experience preferred
Graduate degree preferred
CFA preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Recent News
2025-09-05
2025-03-15
Company data provided by crunchbase