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Research Analyst - Investment Strategy Group

Research Analyst - Investment Strategy Group
Malvern, PA
133,000 - 209,000
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Job Description

Research Analyst - Investment Strategy Group (ISG)

Discover and share breakthrough insights using one of the largest investor data sets in the world

The Investment Strategy Group (ISG) is a global team that serves as Vanguard’s in-house think tank, with subject matter experts based in North America, Europe, and the Asia-Pacific region. The team produces industry-leading research to help shape perspectives, plays a central role in developing Vanguard’s investment and advice methodology, and informs decisions about our investment offerings and strategies. As the Retirement Insights team within ISG we aim to discover, share, and apply breakthrough insights about investor behavior and retirement to drive better decisions and outcomes for all investors.

As a researcher on this team, you’ll deliver relevant and impactful research that will inform retirement policy, plan design, investment products and strategies, and individual behavior, with the goal of achieving better financial outcomes. Bringing to bear one of the largest investor data sets in the world, including both retail investment and 401(k) plan participant data, you will conduct research on investor behavior, retirement, household finance, and public policy. You’ll have the opportunity to work with business partners to inform Vanguard products and services as well as run surveys and experiments to understand how investors think and behave. You’ll be an ambassador of this research both internally and externally, delivering insights to business leaders and policy makers.

Vanguard has incredible people and an inspiring mission: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. If you are interested in making a positive impact on the long-term financial security of households across the globe and have a passion for data, research, and working in teams, this is a great role for you.

In this role you will…

  • Plan, lead and execute research projects related to investor behavior, retirement, household finance, investment advice, and public policy.

  • Assemble and build and new data sets, leveraging internal administrative data, third-party and public data sets, survey data, and experimental data.

  • Work with and produce statistical analyses using large data sets in a cloud computing environment.

  • Distill insights into a range of research products including data visualizations, white papers, short insights.

  • Presents analysis and results internally or externally to Vanguard business and policy stakeholders. Become a go-to thought leader on retirement-related research.

  • Work with business partners to answer business related research questions, including those that inform Vanguard products and services.

  • Develop recommendations on new research topics or methodologies. Actively engage in team wide discussions to define and prioritize the research agenda.

  • Identify, and work together with, academic partners in research collaborations.

Turn your passion into a world of opportunity

The Investment Strategy Group (ISG) is comprised of economists, investment strategists, and analysts who develop and maintain Vanguard's investment research and are responsible for Vanguard investment methodology. The team presents and publishes on topics ranging from portfolio construction and investments to current market and economic trends. ISG crew also serve as subject matter experts to support business initiatives including portfolio management, PR, sales, seminars, client events, business projects, and product development.

What it takes

  • Five years related work experience, including four years of research experience. Experience with investment research preferred.

  • Undergraduate degree in finance, economics, data science, or equivalent combination of training and experience required. Graduate degree preferred.

  • Experience with large administrative data sets.

  • CFA preferred.

Special Factors

  • Vanguard is not offering visa sponsorship for this position.

About Vanguard

We are Vanguard. Together, we’re changing the way the world invests.

For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let’s make it count.

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.

Future of Work

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process – please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

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