At a Glance
- Tasks: Drive product strategy and keep our roadmap on track with clear insights.
- Company: Join a leading investment firm with a focus on innovation and collaboration.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Engage in a collaborative environment with excellent career advancement potential.
- Why this job: Make an impact by shaping product strategies and working with dynamic teams.
- Qualifications: Strong organisational skills and ability to communicate clearly in writing.
The predicted salary is between 50000 - 70000 £ per year.
The Role
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.
Responsibilities
- 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 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.
Qualifications
- 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).
Investment Product Planning Analyst employer: hackajob
Vanguard is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for an Investment Product Planning Analyst. With a strong emphasis on employee growth, you will have access to continuous learning opportunities and the chance to contribute meaningfully to product strategy in a dynamic environment. Located in a vibrant area, our hybrid work model allows for flexibility while ensuring you remain connected with your team and leadership.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Product Planning Analyst
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like hackajob, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like hackajob.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like hackajob.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including hackajob, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Product Planning Analyst
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like hackajob want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to hackajob.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at hackajob will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to hackajob. Numbers speak louder than words!
How to prepare for a job interview at hackajob
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like hackajob want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withhackajob.
