Investment Product Analyst

 About Vanguard 

More than 50 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.  

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 30 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals. 

Our Team & Opportunity 

At Vanguard the Investment Product team partners closely with teams such as investment management, marketing and sales to assess and manage product enhancements, take new products to market and engage with our investors and their advisers. The team ensures the product range is “fit for purpose”. 

In this role you will gain exposure to a wide range of investment products and strategies, develop investment acumen across equity, fixed income and multi-asset solutions. In the role of Investment Product Analyst, you will work with an experienced team to support the Vanguard product line-up and assist in analysing and assessing the product offer. You will help to ensure our products are understood and well regarded in the market by answering client queries, participating in product rating reviews, and supporting product positioning in the market. 

Core Responsibilities 

• Supports the creation of dynamic content used to position Vanguard's investment products.  Works effectively with content creators in the Marketing team. 

• Develops broad knowledge and awareness of the investment industry, competition, and Vanguard's product line-up. 

• Supporting the team in managing the Investment Product query database. Utilise your knowledge and skills and team resources to respond to funds, advisers and market questions across our range of products. 

• Develops and maintains 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. 

• Contribute to due diligence questionnaires and ad-hoc requests from third parties, including Research Houses, Consultants and advisers. This includes assisting in the preparation for product review meetings. 

• Assist in the assessment of the health of Vanguard's product line-up, including competitor, client and market analyses.  

• Assists with the creation of thought leadership commentary. 

• Develop investment/fund analysis and presentation skills. 

What are we looking for? 

We are looking for an enthusiastic team player with a strong interest in investment markets and investment solutions. 

• Investment firm related work experience and a clear curiosity in understanding investor behaviours, investment markets and Vanguard’s offer.  

• Undergraduate degree with strong results and relevance to investment management.  Working towards, or holding, CFA, CIMA, and relevant postgraduate qualifications is desirable.   

• Data analysis skills and the ability to use artificial intelligence in enhancing team productivity are highly regarded.