Investment Product Planning Analyst

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.

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)

Why Vanguard? 

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. 

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments. 

It's what we stand for: value to investors. 

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.

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.