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Strategy Analyst, Institutional Investor Group

Strategy Analyst, Institutional Investor Group
Malvern, PA
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Job Description

Shape the future of investing

Our vision in Vanguard’s Institutional Investor Group (IIG) is to be the best in the retirement industry at championing participant outcomes through an approach that sees the individual or institution in every interaction and advocates for their long-term financial well-being as if it were our own. With a trusted brand, industry-leading products, and advice, and recently announced bold partnerships, IIG is a key player in the U.S. Institutional market. At the same time, IIG is continuing to evolve and refine its strategy to ensure continued success amidst an ever-changing and dynamic competitive landscape.

The IIG Strategy Group core purpose is to advance IIG’s strategic priorities, support senior leader decision making across the division, and help IIG win and sustain a competitive advantage into the future. You will need to develop a keen understanding of the IIG business, apply strong conceptual thinking and analytical skills, and an ambitious mindset to develop and drive strategy, work effectively with key internal and external stakeholders, and influence senior leaders on the future of the IIG business.

In this role, you will:

  • Assist with the development of strategic, competitive, and product analyses. Work with internal clients to define the business problem, issues, and planned approach for research and analyses.
  • Contribute to creating and sharing competitive intelligence findings and conclusions with senior management, including presentations, white papers, case studies, etc.
  • Interpret and analyze highly complex data using business acumen to derive key insights. Verify the quality, accuracy, and reasonableness of the data. Display, organize, and craft data into a compelling storyline with actionable insight for the client.
  • Stay abreast of industry, market, and competitive trends. Support efforts to keep the senior management team informed of key industry, competitive, and product trends.
  • Participate in special projects and performs other duties as assigned.

Promote our mission and propel your career

The Vanguard story is one of disruption and growth as we strive to give investors the best chance for success. Our crewmembers are at the center of delivering on this Mission as we strive to provide fulfilling and challenging careers, not jobs. This opportunity is a chance to join Vanguard with immediate impact and to enrich your personal and professional journey.

What it takes:

  • Minimum five years related work experience.
  • Undergraduate degree or equivalent combination of training and experience.
  • Excellent written and verbal communication skills
  • Excellent research, analytical, and problem-solving skills with a proven ability to derive meaningful insights from analysis.
  • Excellent knowledge of Microsoft applications (PowerPoint, Word, and Excel).

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.

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.

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