At a Glance
- Tasks: Drive product strategy and keep our roadmap on track with clear insights.
- Company: Join Vanguard, a leader in investment management with a commitment to diversity.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for growth.
- Other info: Work in a dynamic environment with a focus on inclusion and innovation.
- Why this job: Make an impact by shaping investment products and collaborating with diverse teams.
- Qualifications: Strong organisational skills, attention to detail, and proficiency in Excel.
The predicted salary is between 50000 - 70000 £ per year.
Drive the engine behind product strategy. As an Investment Product Planning Analyst, you’ll play a central role in keeping our product roadmap, planning cycles, governance, and reporting on track. Working closely with PRD leadership, you’ll coordinate inputs, shape high-quality materials, and turn complex information into clear, actionable insights.
In this role you will:
- Support the maintenance and socialisation of the UCITS product roadmap by updating trackers, collating inputs, maintaining version control, and preparing summary views for stakeholders.
- Assist with product offer assessment by coordinating information and summarising key themes for planning discussions.
- Provide logistics and coordination for PRD leadership meetings, planning sessions, and offsites (agendas, pre-read collation, action logs, and follow-ups).
- Draft meeting notes and maintain action/decision trackers to ensure follow-through and visibility of progress.
- Support development of high-quality presentations by building first drafts, updating content, proofing, formatting, and turning data into clear charts/tables for leadership use.
- Prepare concise summaries and briefing packs on planning topics or product strategy themes to support internal forums and decision points.
- Support the preparation of governance materials by coordinating inputs, maintaining templates, ensuring documents are complete, and helping to draft or edit papers for governance bodies.
- Assist with internal governance responsibilities and progress reporting (e.g., compiling status updates for product plan progress and maintaining supporting trackers).
- Produce regularly scheduled reports and communications by consolidating updates from owners, checking consistency, and drafting clear narrative summaries for leadership audiences.
- Provide project support across cross-functional initiatives.
- Support wider planning work that may include basic forecasting/resource tracking support (where applicable) by maintaining inputs and producing simple roll-ups.
- Daily interaction with PRD leadership team and planning leads to capture updates and coordinate outputs.
- Regular coordination with cross-functional partners to gather inputs for roadmaps, governance papers, and project deliverables.
What it takes:
- Strong organisation, attention to detail, and ability to manage multiple deadlines in parallel (meetings, materials, reporting cycles).
- Clear written communication and confidence producing polished documents and presentations.
- Comfortable working with data in Excel and turning it into simple, leadership-friendly outputs (tables/charts).
- Collaborative style and ability to build effective working relationships across teams to gather inputs.
Special Factors:
- Vanguard is not offering visa sponsorship for this position.
- This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday).
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: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Investment Product Planning Analyst employer: 慨正橡扯
Vanguard is an exceptional employer that prioritises a collaborative and inclusive work culture, making it an ideal place for an Investment Product Planning Analyst to thrive. With a strong commitment to employee growth, you will have access to meaningful development opportunities while working in a hybrid environment that fosters flexibility and work-life balance. Our focus on diversity ensures that every crew member's unique strengths are valued, empowering you to contribute to our mission of serving investors fairly and effectively.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Product Planning Analyst
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, attend events, and connect with people on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its products. Understand their investment strategies and be ready to discuss how your skills can contribute to their goals. Show them you’re not just another candidate!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience in a way that aligns with the role of an Investment Product Planning Analyst.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Investment Product Planning Analyst
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Product Planning Analyst role. Highlight your organisational skills and experience with data, as these are key to driving our product strategy.
Showcase Your Communication Skills:Since clear written communication is crucial, include examples of polished documents or presentations you've created. This will demonstrate your ability to turn complex information into actionable insights, just like we do at StudySmarter.
Be Detail-Oriented:Pay attention to the details in your application. We love candidates who can manage multiple deadlines and keep everything on track, so make sure your application reflects that meticulousness.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with StudySmarter!
How to prepare for a job interview at 慨正橡扯
✨Know Your Product Roadmap
Before the interview, make sure you understand the basics of product roadmaps and how they function within investment strategies. Familiarise yourself with UCITS products and be ready to discuss how you would maintain and socialise a product roadmap effectively.
✨Showcase Your Organisation Skills
Since this role requires strong organisation and attention to detail, prepare examples from your past experiences where you successfully managed multiple deadlines or coordinated complex projects. Highlight how you kept everything on track and ensured clear communication among stakeholders.
✨Master Data Presentation
Brush up on your Excel skills and be prepared to discuss how you can turn complex data into simple, leadership-friendly outputs. Bring examples of charts or tables you've created in the past that helped convey important information clearly.
✨Emphasise Collaboration
This role involves working closely with various teams, so be ready to share stories about how you've built effective working relationships in previous roles. Discuss your collaborative style and how it has led to successful outcomes in cross-functional initiatives.