Full-Time

Head of Investment Research Studio

Posted on 11/20/2024

Vanguard

Vanguard

10,001+ employees

Client-owned investment management firm offering low-cost funds

Fintech
Financial Services

Senior, Expert

No H1B Sponsorship

Malvern, PA, USA

Hybrid working model implemented, requiring in-office presence.

Category
Product Management
Product Operations
Product Strategy
Product
Required Skills
Data Science
Data Analysis
Requirements
  • Eight years related work experience, including five years investment management experience.
  • Experience in statistical analyses and related statistical tools preferred.
  • Supervisory experience preferred.
  • Undergraduate degree in finance, economics, mathematics, or statistics or equivalent combination of training and experience required.
  • Graduate degree preferred.
Responsibilities
  • Lead the development of a comprehensive research studio environment that supports self-service analytics and model building.
  • Define and implement key capabilities for the research studio, including data access, advanced analytics tools, collaboration features, and deployment pipelines.
  • Ensure the research studio environment is user-friendly and supports the diverse needs of investment teams.
  • Equip the research studio with capabilities for data exploration, real-time analytics, machine learning, and visualization tools.
  • Promote best practices in model development and ensure robust documentation and version control within the research studio.
  • Democratize analytics and model development into a self-service function, enabling investment teams to independently create and deploy their own models.
  • Support the capabilities needed to experiment with new methods and technologies, encouraging innovation and rapid prototyping.
  • Lead the creation of intuitive and impactful data visualizations that communicate complex investment insights to both technical and non-technical audiences.
  • Ensure that all models and analytics developed have a clear pathway to production, integrating with operational workflows and data governance frameworks, and aligning with the organization’s strategic goals.
  • Work closely with the Head of Investment Data Platform to ensure the analytics infrastructure supports efficient data processing and advanced analytics capabilities.
  • Oversee the selection, implementation, and maintenance of analytics tools and technologies that support the efficient development and deployment of models and insights.
  • Stay informed about emerging trends and innovations in analytics and evaluate their potential applications.
  • Build and lead a high-performing team of data scientists, analysts, and researchers, fostering a culture of innovation, collaboration, and continuous learning.
  • Provide mentorship and guidance to team members, supporting their professional growth and development in the rapidly evolving field of data analytics.
  • Attract, retain, and develop top talent in investment analytics, building a diverse and inclusive team.
  • Collaborate with senior leadership across the organization to identify opportunities for leveraging analytics to drive business growth and operational efficiency.
  • Engage with various business units to ensure alignment of analytics initiatives with organizational goals and to support their analytics needs.
  • Communicate complex analytical concepts and insights to senior stakeholders in a clear and actionable manner.

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutional clients. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company aims to help clients grow their wealth and achieve their financial goals through effective investment strategies, with many of its funds performing competitively over time.

Company Stage

N/A

Total Funding

N/A

Headquarters

Kline Township, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • Vanguard's expansion into active fixed income ETFs and international dividend growth funds demonstrates its commitment to offering diverse and innovative investment options.
  • The company's strong performance history, with many funds outperforming peer averages over a decade, provides a compelling reason for investors to trust Vanguard.
  • Strategic partnerships, such as the collaboration with American Express for financial advice services, enhance Vanguard's value proposition and market reach.

What critics are saying

  • The competitive landscape in financial services is intense, with major players like Schwab and Fidelity posing significant challenges.
  • Vanguard's reliance on low-cost fees may pressure profit margins, especially in volatile market conditions.

What makes Vanguard unique

  • Vanguard's unique client-owned structure ensures that the company operates solely in the best interest of its investors, unlike traditional firms driven by external shareholders.
  • The company's commitment to low-cost investment options, with fees generally lower than industry averages, sets it apart in the competitive financial services market.
  • Vanguard's broad range of investment products, including mutual funds, ETFs, and personalized advisory services, caters to a diverse clientele from individual investors to large institutions.

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Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off