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Multi-Asset Investment Product Strategist

ExperiencedNo visa sponsorship
Vanguard logo

at Vanguard

Asset Management

Posted 5 days ago

No clicks

**Multi-asset Investment Product Strategist** at Vanguard. Drive multi-asset product strategy across $1.8 trillion Target Retirement franchise. Key responsibilities include market data analysis, senior stakeholder collaboration, strategic insights generation, and cross-functional project leadership. Requires 5+ years' experience, multi-asset investment background, and CFA certification preferred. Bachelor's degree (graduate degree preferred). In-depth market, strategic, competitive analysis skills, and data-driven decision-making essential.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Are you ready to help shape the future of global investing? As a key member of Vanguards Portfolio Review Department (PRD)the team responsible for overseeing Vanguards global investment product lineupyoull 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 Vanguards $1.8 trillion Target Retirement franchise. In this role, youll transform complex market data into clear strategic insights, collaborate with senior leaders, and help guide the evolution of Vanguards multi-asset investment offerings. If you're energized by cross-functional problem solving, market analysis, and shaping product direction at scale, this role offers the opportunity to make a meaningful impact.

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.

  • Participates in special projects and performs 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.

  • Bachelors degree required, graduate degree preferred.

  • CFA designation preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Multi-Asset Investment Product Strategist

Compensation

Not specified USD

City: Not specified

Country: United States

Vanguard logo
Asset Management

5 days ago

No clicks

at Vanguard

ExperiencedNo visa sponsorship

**Multi-asset Investment Product Strategist** at Vanguard. Drive multi-asset product strategy across $1.8 trillion Target Retirement franchise. Key responsibilities include market data analysis, senior stakeholder collaboration, strategic insights generation, and cross-functional project leadership. Requires 5+ years' experience, multi-asset investment background, and CFA certification preferred. Bachelor's degree (graduate degree preferred). In-depth market, strategic, competitive analysis skills, and data-driven decision-making essential.

Full Job Description

Are you ready to help shape the future of global investing? As a key member of Vanguards Portfolio Review Department (PRD)the team responsible for overseeing Vanguards global investment product lineupyoull 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 Vanguards $1.8 trillion Target Retirement franchise. In this role, youll transform complex market data into clear strategic insights, collaborate with senior leaders, and help guide the evolution of Vanguards multi-asset investment offerings. If you're energized by cross-functional problem solving, market analysis, and shaping product direction at scale, this role offers the opportunity to make a meaningful impact.

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.

  • Participates in special projects and performs 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.

  • Bachelors degree required, graduate degree preferred.

  • CFA designation preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.