The Investment Strategy Group, within the Investment Management Group, is comprised of researchers with specialization in economics, psychology, business, finance, data science, Advice Methodology, and more. The Investment Strategy Group develops and maintains key elements of Vanguard investment methodology. This team also publishes and presents on topics ranging from portfolio construction to investor policy to the Vanguard view on the markets and economy.
Investment Strategy Group crew serve as subject matter experts to support business initiatives including PR, sales, seminars, client events, business projects, and product development.
This role will:
Conduct differentiated macroeconomic and financial market research to inform strategic and tactical investment decisions.
Produce high-impact research reports, investment commentaries, and presentations for internal and external stakeholders.
Develop and maintain models to forecast key economic indicators (e.g., inflation, interest rates, growth) and assess their implications for asset prices.
Collaborate with portfolio managers and strategists to translate economic views into actionable investment themes.
Monitor global economic developments, central bank policy, and geopolitical risks, providing timely analysis and scenario frameworks.
Represent the firm’s macroeconomic and market perspective in client meetings, conferences, and media engagements.
Mentor junior economists and contribute to the intellectual leadership of the research function.
Qualifications:
Master’s-level training in Economics, Finance, or a related field, with a focus on macroeconomics, international trade/finance, or financial economics. Ph.D.-level training is a plus.
7+ years of experience in conducting research in relevant settings such as buy-side investment firm, sell-side research department, central bank, or think tank.
Strong quantitative skills; proficiency in modeling tools such as Python, R, MATLAB, or Julia. Prefer those with 1) expertise in macro-econometrics and/or machine learning in macroeconomic forecasting and 2) track record in utilizing alternative data sources in current analysis.
Excellent communication skills, with the ability to clearly articulate complex economic ideas to investment professionals and clients.
Demonstrated ability to apply original research and learnings from the literature to real-world settings (i.e., current analysis, investment decisions)
This role is part of our hybrid work model with Tuesdays – Thursdays required in our offices to foster collaboration and relationships. On Mondays and Fridays, our crew will have the option to work remotely, or continue working from our offices in Malvern PA. Relocation assistance is available for this role.
Special Factors
Sponsorship
Vanguard is offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
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.
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
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What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
