Multi-Asset Investment Product Strategist

The Vanguard Group; Malvern (Chester County); Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Vanguard Group seeks a seasoned professional for the Portfolio Review Department (PRD) to shape Vanguard’s multi-asset product strategy. You’ll transform market data into strategic insights, partner with senior leaders, and guide product direction at scale, influencing investments across the MAS group.

Role emphasizes cross-functional problem solving, market analysis, and delivering actionable recommendations to senior management within a hybrid work setting.

Qualifications

• Five years of relevant experience in product strategy or investment analysis.
• Bachelor’s degree required; graduate degree preferred.
• CFA designation preferred.
• Sponsorship visa not offered.

Responsibilities

• Conduct in-depth analysis of investment, strategic, competitive, and client considerations for Vanguard's multi-asset products.
• Collaborate with senior leaders and cross-functional teams to evaluate products and enhancements.
• Analyze and structure complex datasets; translate insights into product strategy and development implications.
• Synthesize findings into actionable recommendations for senior management via memos and presentations.
• Lead end-to-end multi-asset product research projects, coordinating partners and timelines.
• Build relationships across the organization and industry to improve research effectiveness.
• Develop understanding of asset-management trends to inform product decisions.
• Participate in special projects as needed.

Education

Bachelor’s degree required

Graduate degree preferred

CFA designation preferred

Job description

Are you ready to help shape the future of global investing? As a key member of Vanguard’s Portfolio Review Department (PRD)—the team responsible for overseeing Vanguard’s global investment product lineup—you’ll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. The MAS team leads high-impact, cross-functional investment product strategy work, including stewardship of Vanguard’s $1.8 trillion Target Retirement franchise. In this role, you’ll transform complex market data into clear strategic insights, collaborate with senior leaders, and help guide the evolution of Vanguard’s multi-asset investment offerings. If you're energized by cross-functional problem solving, market analysis, and shaping product direction at scale, this role offers the opportunity to make a meaningful impact.

Responsibilities:

• Conduct in-depth analysis of investment, strategic, competitive, and client considerations relating to Vanguard's multi-asset investment product line-up, using qualitative and quantitative data to inform recommendations.
• Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.
• Analyze and structure complex datasets from internal and external sources, ensuring data quality and translating insights into clear implications for product strategy and development.
• Synthesize findings into actionable insights and present recommendations to senior management through concise memos and presentations.
• Lead multi-asset product research projects end-to-end, coordinating enterprise-wide partners, defining scope and timelines, and ensuring timely delivery of outcomes.
• Build and maintain strong relationships across the organization and within the broader industry to enhance perspective, insight generation, and research effectiveness.
• Develop and apply a deep understanding of asset-management industry trends, market dynamics, and competitive positioning to inform product decisions.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Five years of relevant experience, including at least three years in product strategy or investment analysis; multi-asset investment experience preferred.
• Bachelor’s degree required, graduate degree preferred.
• CFA designation preferred.
• Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.