Multi-Asset Investment Product Research Specialist

The Vanguard Group; City Of London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading investment company based in the UK seeks an individual to analyze opportunities and threats in the multi-asset product category. The role involves conducting research, developing product positioning, and providing support to sales teams. Qualifications include an undergraduate degree and experience in the investment industry, with a CFA being preferred. The position offers a hybrid working model, fostering collaboration and flexibility.

Qualifications

• Proven related work experience in the investment industry.
• CFA certification preferred.
• Strong communication, and analytical skills required.

Responsibilities

• Conduct research to enhance client experience and business results.
• Create dynamic content for product positioning.
• Analyze strategic market issues related to products.
• Provide investment support to sales teams.
• Develop relationships across the organization.

Skills

Communication skills

Analytical skills

Knowledge of Microsoft applications

Education

Undergraduate degree or equivalent

Job description

To drive and support the analysis of opportunities and threats to the Vanguard multi-asset product category. Develop product positioning for use with prospects, clients, sales crew.

To drive and support the analysis of opportunities and threats to the Vanguard multi-asset product category. Develop product positioning for use with prospects, clients, sales crew. Support marketing collateral development, lead crew product education efforts, collaborate with business and investment teams to assess and ensure the health of our product offer, and create & deliver relevant data for the team, department, and organization.

Core Responsibilities

• Conducts research and contributes to multi-asset category strategy projects, product development activities and implementation activities to enhance client experience and business results.
• Creates dynamic content used to position Vanguard's multi-asset products. Develops and maintain broad knowledge and awareness of the investment industry, competition, multi-asset category and global Vanguard's fund line-up. Create thought leadership commentary.
• Conducts and completes analysis of strategic, client and market issues relating to Vanguard's multi-asset product line-up. Prepares and presents strategic analysis, findings, and recommendations to management.
• Develops and maintain 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. Builds and produce key reports on a regular basis on Vanguard multi-asset products and industry trends.
• Provides investment support and guidance to sales teams and is regularly engaged in client meetings and marketing activities (e.g. webinar) to represent Vanguard’s multi-asset products and respond to investor inquiries. Support the preparation and delivery of RFPs and responses to inquiries.
• Supports the product management (e.g. fund health process) and multi-asset fund governance forum by providing product data and asset class insight. Maintenance of process documents to ensure proper record keeping is in place.
• Develops and maintain relationships across the organization including capital markets investment teams, sales teams, marketing, OGC and PRD teams in other regions.
• Previous experience in retirement products, private market products, and/or portfolio construction would be preferred.
• Continues personal development of project management, strategy planning, investment/fund analysis skills and presentation skills.
• Participates in special projects and performs other duties as assigned.

Qualifications

• Proven related work experience, including experience within the investment industry.
• Undergraduate degree or equivalent combination of training and experience.
• CFA preferred.
• Strong communication, written and analytical skills
• Strong knowledge of Microsoft applications (PowerPoint, Word and Excel)

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• Hybrid work model.
• European Designations: Certified, MIFID, T&C.

About Vanguard

Vanguard is an investment company unlike any other. It was founded by Jack Bogle in the US in 1975 on a simple but ground-breaking idea: that an investment company should handle its funds solely in the interests of its clients. Jack helped bring investing to the masses with the index fund. Index funds do not pick individual shares or bonds to beat the market. They supervise the performance of the entire market. Or as Jack put it, "Don't look for the needle in the haystack. Just buy the haystack!" We have stood for low-cost, uncomplicated investing ever since. Over the last 45 years people have come round to our way of thinking and more than 30 million investors worldwide now trust us with their money.

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.