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Investment Product Analyst
full-timeMelbourne

Summary

Location

Melbourne

Type

full-time

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About this role

To support the analysis of opportunities and threats to the Vanguard product line-up, communicate to client-facing crew on product attributes and positioning of our product offer, facilitate crew product education efforts, and create & deliver product related data for the team, department, and organization.

About Vanguard

More than 45 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 25 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 ensure the product range are 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.
  • Develops broad knowledge and awareness of the investment industry, competition, and Vanguard's fund line-up.
  • Managing the Investment Product query database, by assigning and keeping track of queries. Utilise your knowledge and skills and team resources to respond to fund, adviser 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.
  • Develops investment/fund analysis and presentation skills.

What are we looking for?

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

  • Three to five years investment firm related work experience.
  • Degree with relevance to investment product management.  CFA, CIMA, and relevant post-graduate qualifications desirable.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard’s core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

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.

Other facts

Tech stack
Investment Analysis,Product Management,Market Research,Client Communication,Data Analysis,Competitor Analysis,Presentation Skills,Team Collaboration,Investment Strategies,Fund Analysis,Product Positioning,Thought Leadership,Query Management,Due Diligence,Financial Advising,Investment Acumen

About Vanguard

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.

For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.

Community guidelines: vgi.vg/sgl1

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1975

What you'll do

  • The Investment Product Analyst supports the analysis of opportunities and threats to Vanguard's product line-up and communicates product attributes to client-facing teams. They also manage the Investment Product query database and assist in competitor research and product health assessments.

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Frequently Asked Questions

What does a Investment Product Analyst do at Vanguard?

As a Investment Product Analyst at Vanguard, you will: the Investment Product Analyst supports the analysis of opportunities and threats to Vanguard's product line-up and communicates product attributes to client-facing teams. They also manage the Investment Product query database and assist in competitor research and product health assessments..

Why join Vanguard as a Investment Product Analyst?

Vanguard is a leading Financial Services company.

Is the Investment Product Analyst position at Vanguard remote?

The Investment Product Analyst position at Vanguard is based in Melbourne, Victoria, Australia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Investment Product Analyst position at Vanguard?

You can apply for the Investment Product Analyst position at Vanguard directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Vanguard on their website.