Model Portfolio Solutions Investment Product Management, Specialist

Vanguard; City of Westminster; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in the UK seeks a professional for the role focusing on investment product management within the Model Portfolio Solutions (MPS) space. The ideal candidate will manage initiatives, conduct market analyses, and collaborate with various teams while ensuring alignment on product strategies. This position offers a hybrid working model, emphasizing collaboration and flexibility.

Benefits

Hybrid working model

Collaborative culture

Qualifications

• Proven experience in investment product management, portfolio strategy, or related fields.
• CFA or equivalent qualification preferred.

Responsibilities

• Manage MPS-related initiatives from planning through execution.
• Conduct analysis on MPS usage and market trends.
• Build and maintain relationships with internal stakeholders.
• Respond to client and sales queries related to MPS.
• Create and maintain product positioning materials.
• Facilitate internal education on MPS launches and updates.
• Support governance processes including model reviews.
• Contribute to research efforts informing MPS development.

Skills

Analytical skills

Communication skills

Experience with cross-functional teams

Education

Undergraduate degree

Graduate degree

Job description

To support the strategic development, positioning, and delivery of Vanguard's Model Portfolio Solutions (MPS) across the UK and Continental Europe. Deliver insights, content, and client engagement support that align with Vanguard's investment principles and commercial goals. Collaborate with investment, distribution, and marketing teams to deliver the MPS product roadmap. Conduct market research, support service model development, and contribute to governance processes that ensure the health and competitiveness of the MPS offer.

Core Responsibilities

• Manage MPS-related initiatives from planning through execution. Coordinate cross-functional teams to meet project milestones and ensure timely delivery of model launches and enhancements.
• Conduct analysis on MPS usage and market trends. Identify opportunities and risks and contribute to strategic recommendations for product evolution and positioning.
• Build and maintain relationships with internal stakeholders across investment, distribution, and marketing teams. Ensure alignment on MPS priorities and execution.
• Respond to client and sales queries related to MPS. Support the delivery of RFPs, presentations, and custom model proposals.
• Create and maintain product positioning materials, training content, and marketing collateral for MPS. Ensure consistency and clarity across all channels.
• Facilitate internal education on MPS launches, updates, and positioning. Deliver training sessions and contribute to internal communications that enhance product understanding.
• Stay abreast of multi-asset portfolio construction techniques, both developed internally and across the industry, to support effective client discussions, product recommendations, and internal education.
• Leverages client and sales feedback on MPS in order to assess MPS product health and drive ongoing MPS product improvements and positioning.
• Support governance processes including model reviews and documentation. Ensure adherence to risk and compliance standards across MPS activities.
• Contribute to research efforts that inform MPS development and client engagement strategies. Stay current on industry and competitive developments.
• Participate in cross-functional initiatives and special projects that enhance the MPS offer or client experience.

Qualifications

• Proven experience in investment product management, portfolio strategy, or related fields.
• Strong analytical and communication skills.
• Experience working with cross-functional teams.
• CFA or equivalent qualification preferred.
• Undergraduate degree required; graduate degree preferred.

Special Factors

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.

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.