At a Glance
- Tasks: Drive product strategy and keep our roadmap on track with your organisational skills.
- Company: Join a leading investment firm known for innovation and collaboration.
- Benefits: Enjoy a competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Work in a dynamic environment with regular interaction with leadership and cross-functional teams.
- Why this job: Make an impact by shaping investment products and collaborating with diverse teams.
- Qualifications: Strong organisation skills, attention to detail, and clear communication are essential.
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.
Responsibilities
- Maintain and socialize 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 summarizing 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.
Qualifications
- Strong organization, 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: The Vanguard Group
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 valuable resources and opportunities to develop your skills while contributing to impactful product strategies. Located in a vibrant area, the hybrid work model allows for a balanced approach to work-life integration, ensuring you can thrive both professionally and personally.
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 investment sector, especially those who work in product planning. A casual chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Get your presentation skills on point! As an Investment Product Planning Analyst, you'll need to create polished documents and presentations. Practice makes perfect, so grab some friends and present your ideas to them.
✨Tip Number 3
Stay organised! Use tools like Trello or Notion to keep track of your applications, deadlines, and follow-ups. This will help you manage multiple opportunities without losing your mind.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Plus, it gives you a better chance to showcase your interest in our company and the role.
We think you need these skills to ace Investment Product Planning Analyst
Some tips for your application 🫡
Show Off Your Organisational Skills:As an Investment Product Planning Analyst, organisation is key! Make sure your application highlights your ability to manage multiple deadlines and keep everything on track. We love seeing examples of how you've juggled tasks in the past!
Polish Your Written Communication:Clear and concise writing is crucial for this role. When drafting your application, focus on producing polished documents that reflect your communication skills. We want to see that you can create engaging content that’s easy to digest!
Data is Your Friend:Since you'll be working with data in Excel, don’t shy away from showcasing your data skills in your application. Share any experiences where you've turned complex data into simple, leadership-friendly outputs. We appreciate a good chart or table!
Collaborate and Connect:This role involves a lot of teamwork, so let us know about your collaborative experiences. Highlight how you've built effective working relationships across teams in your application. We’re all about teamwork here at StudySmarter!
How to prepare for a job interview at The Vanguard Group
✨Know Your Product Roadmap
Before the interview, make sure you understand the company's product roadmap and how it aligns with their overall strategy. Be ready to discuss how your skills can help maintain and socialise this roadmap effectively.
✨Showcase Your Organisational Skills
Highlight your ability to manage multiple deadlines and coordinate logistics for meetings. Prepare examples of how you've successfully handled similar responsibilities in the past, as this role requires strong organisational skills.
✨Master the Art of Clear Communication
Since clear written communication is key for this position, practice summarising complex information into concise points. Bring along samples of your previous work, like reports or presentations, to demonstrate your ability to produce polished documents.
✨Be Data Savvy
Brush up on your Excel skills and be prepared to discuss how you've used data to create leadership-friendly outputs. You might even want to prepare a simple chart or table to showcase your ability to turn data into clear visuals during the interview.