Senior Investment Analyst

Role Overview

As the UK Personal Investor (UKPI) business continues to evolve, the role provides strategic leadership across investment thinking and methodologies that underpin decision‑making across the platform.

Responsibilities

• Define and own the advice methodology underpinning managed services and investment recommendations across D2C, managed and advised propositions.
• Design and evolve frameworks for portfolio construction, model development, prioritisation, and investment change, ensuring consistency across the Investment Offer function.
• Ensure analytical models, tools, and outputs are fit for purpose, clearly understood, and translated into practical application across segments.
• Shape and own the long‑term strategic direction of the UK investment offer, including the fund line‑up and broader proposition evolution.
• Use investment insights and modelling outputs to challenge prioritisation and strategic focus.
• Own the methodology for the UKPI cash and liquidity offer, including MMF positioning.
• Partner with product and cross‑functional teams to ensure alignment between investment thinking, methodology, and product delivery.
• Challenge assumptions and status quo constructively, bringing clarity to complex tradeoffs.
• Influence senior stakeholders through clear, structured narratives.
• Act as a thought partner to leadership on investment offer direction, risks, and opportunities.

Qualifications

• Proven experience in asset management, investment research, advisory, or platform environments.
• Strong investment product knowledge, including funds, portfolio construction, and retail investment propositions.
• Experience in advice methodology and investment modelling across D2C, managed and/or advised propositions.
• Understanding of cash and liquidity solutions (e.g., MMFs) and their role in client portfolios.
• Ability to design and apply structured frameworks to complex decision‑making problems.
• Strong analytical capability with a robust grasp of logic and problem‑solving.
• Strong written and verbal communication skills.
• Experience working cross‑functionally with product, change, and stakeholder groups.
• Strong awareness of the UK retail investment and regulatory environment.
• Exceptional judgement in ambiguous and evolving environments.
• High standards of quality, attention to detail, and ownership of outcomes.
• Alignment with Vanguard’s investor‑first, long‑term philosophy.

Special Factors

• Vanguard is not offering visa sponsorship for this position.
• This is a hybrid position requiring office presence 3 days per week (Tuesday, Wednesday & Thursday).

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