Investment Product Analyst, Index Equity jobs in United States
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Vanguard · 2 hours ago

Investment Product Analyst, Index Equity

Vanguard is the industry’s largest index equity provider, and they are seeking an Investment Product Analyst to join their Index Equity Product team. In this role, you will partner with various teams to assess product health, inform strategy, and assist in bringing new solutions to market.

FinanceFinancial Services
badNo H1Bnote

Responsibilities

Completes analyses of strategic, competitive, client and market issues relating to Vanguard's Index Equity Investment product lineup. 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 Index Equity Investment products and industry trends
Utilizes department resources to respond to Index Equity fund 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 Index Equity Investment products. Develops and maintains broad knowledge and awareness of the investment industry, competition, and Vanguard's fund lineup. Assists with the creation of thought leadership commentary
Develops and maintains Index 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 proficiencyCuriosity about indexingCollaboration skillsIndependent work

Required

Undergraduate degree or equivalent combination of training and experience
Ability to work both independently and collaboratively in a fast-paced environment

Preferred

Foundation of investment acumen and data analysis skillset preferred
Curiosity about indexing and ETFs; comfort operating across product, research, and distribution preferred
Proficiency with Excel and PowerPoint; exposure to Power BI tools preferred

Company

Vanguard

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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Company data provided by crunchbase