Investment Product Strategy Analyst

Vanguard; City of Westminster; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

A leading investment company is seeking an Investment Product Strategy Analyst to join their team. In this role, you will conduct in-depth research and collaborate with senior leaders to drive product innovation and strategic decisions. The ideal candidate has deep investment product knowledge, preferably with a CFA designation, and can effectively influence stakeholders. This position operates within the dynamic environment of the UK financial market, thus requiring top analytical skills and project management abilities.

Qualifications

• Proven deep investment product knowledge gained through product strategy or related roles.
• CFA designation is strongly preferred.
• Ability to organize, prioritize, and execute multiple projects in a deadline-driven environment.
• Exceptional analytical ability and influencing experience.

Responsibilities

• Conduct in-depth research on market trends and client needs.
• Evaluate existing offerings and recommend product enhancements.
• Source and validate data to uncover actionable insights.
• Present findings and recommendations to senior management.
• Maintain expertise in asset management to identify opportunities.
• Lead cross-functional initiatives from concept to execution.
• Develop strong relationships to enhance research quality.

Skills

Investment product knowledge

Analytical ability

Project management

Stakeholder influence

Education

CFA designation

Job description

Overview

Join a team that shapes the future of investment products for one of the world's leading asset managers. As an Investment Product Strategy Analyst, you'll play a critical role in driving product innovation and strategic decisions that influence global markets and client portfolios. This is an opportunity to combine deep analytical skills with industry insight to deliver solutions that matter. In this role you will

Responsibilities

• Lead Strategic Analysis – Conduct in-depth research on market trends, competitive positioning, and client needs to inform product strategy across our global investment lineup
• Drive Product Innovation – Partner with senior leaders and subject matter experts to evaluate existing offerings and recommend new products or enhancements that align with client demand and market opportunities
• Turn Data into Insight – Source and validate data from internal and external channels, applying investment and business acumen to uncover actionable insights for product development
• Influence Decision-Making – Present findings and recommendations to senior management through clear, compelling reports and presentations that shape product strategy
• Stay Ahead of the Market – Build and maintain expertise in asset management, investment products, and competitive dynamics to anticipate trends and identify opportunities
• Manage High-Impact Projects – Lead cross‑functional initiatives from concept to execution, ensuring timely delivery and alignment with strategic objectives
• Collaborate Across the Industry – Develop strong relationships internally and externally to enhance research quality and strategic thinking

Qualifications

• Proven deep investment product knowledge gained through product strategy, product management, or related roles within asset management or investment banking
• CFA designation is strongly preferred
• You will need to be a pro‑active, self‑starter with ability to organise, prioritise and execute multiple projects across multiple stakeholders simultaneously, in a deadline‑driven environment
• Exceptional analytical ability and proven experience influencing senior stakeholders

Regulatory

This role encompasses activities that fall within the remit of UK Financial Conduct Authority ('FCA') regulation. The successful candidate will therefore be subject to UK regulatory requirements in relation to conduct rules, regulatory references and the assessment of fitness and propriety, knowledge, experience and competence. Where appropriate, the role may also be subject to approval by the UK FCA.

About Vanguard

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with low‑cost, uncomplicated investments. It's what we stand for: value to investors.

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: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform [e-mail] if you need assistance completing this application or to otherwise participate in the application process.

Work Environment

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.