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Multi-Asset Investment Product Strategist

The Vanguard Group · vanguard.com
MalvernHybridSenior5+ yrs
Apply on The Vanguard Group’s site

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Lead Financial Planning Analyst (Workplace Solutions)
Malvern · found 2 d ago

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The job in short

Multi-asset investment product strategy and analysis.

Details

Found
27 d ago · posted 2026-05-07
Location as listed
Malvern, PA
Role
Financial Analyst / FP&A
Source
The company’s own careers site

Full description

Are you ready to help shape the future of global investing? As a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll 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 Vanguard’s $1.8 trillion Target Retirement franchise. In this role, you’ll transform complex market data into clear strategic insights, collaborate with senior leaders, and help guide the evolution of Vanguard’s 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. • Bachelor’s 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 mission—we'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.

Financial Analyst / FP&A jobs in Malvern, Pennsylvania · Financial Analyst / FP&A jobs in the United States · All The Vanguard Group jobs

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