Investment Strategy Analyst, Specialist

3 months ago

Melbourne, Australia Vanguard Group Full time

Investment Strategy Analyst, Specialist

**About Vanguard**

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.

Today, Vanguard is one of the world's largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.

**Team & Opportunity**

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 retirement outcomes of households across the globe and have a passion for data, research, and working in teams, this is a great opportunity for you.

**In this role, you will**:

- Conduct research that is scientifically rigorous, timely and impactful. Analyze a wide range of data such as administrative data, surveys, experiments, third-party and public datasets, distilling data into compelling visualizations and "killer charts" to tell differentiated stories.
- Help shape Vanguard's house views on retirement savings and spending, Superannuation, household finance, financial advice, and public policy. Distill insights into high-impact written materials, including research memos, articles, blog posts, and white papers.
- Serve as an ambassador for Vanguard by presenting your research to a wide range of audiences, from internal business partners to investors, advisors, and industry and academic conferences.
- Participate in group discussions designed to identify and debate investment and household finance topics and potential research projects. Develop recommendations on new research topics or methodology issues.
- Keep up with latest trends in retirement and behavioral economics, identifying new ways to amplify research rigor and impact.
- Proactively identify opportunities to enhance team research capabilities, such as new data sources or analytic techniques.

**What it takes**:

- Undergraduate degree in Economics, Finance, Psychology, Decision Sciences, or equivalent combination of training and experience required. Graduate degree preferred.
- Proven experience conducting, writing, and publishing scientific research on one or more of the following topics strongly preferred: retirement savings, retirement spending, Superannuation, behavioral economics, investor behavior, and household finance.
- Proven experience managing relationships with business stakeholders preferred. Ability to collaborate and communicate effectively with business stakeholders within and outside one's own team, including setting priorities, project milestones and timelines, and make timely adjustments in an evolving environment.
- Experience collaborating in an international team environment desired.
- Experience working with individual-level data and at least one statistical/analytical software such as Python, R, Stata, or MATLAB required.
- Experience writing code (Python preferred) to access, transform, and prepare large scale data for analytics and modeling as well as experience with AWS tools (Athena and Sagemaker) preferred.
- Intellectual curiosity and a passion for generating and pursuing "big ideas" for "aha" insights through research.
- Team-first orientation and openness to learning new ideas, skills, and ways of working with a diverse set of teammates.
- Five years related work experience in research roles or equivalent educational experience.

**Special Factors**
- Vanguard is not offering visa sponsorship for this position.
- This position is hybrid and would require you to work in the office location Tuesday, Wednesday and Thursday.

**Inclusion Statement**

Vanguard's continued dedication 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

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