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, no profits to generate for outside owners.
Today, Vanguard is one of the world ' s largest investment man agement companies, serving more than 50 million investors wor ldwide. For more than 25 years Vanguard Australia has been supporting individual investors , financial advisors and superannuation.
Our Team and Opp ortunity
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T he past two years have seen significant transformation for Vanguard Australia, launching the Personal Investor (PI) Platform and Superannuation offer for Australian Inv estors. To deepen and scale our efforts in supporting the business the Personal Investor Performance Enablement function was created. Within this the performance and planning function supports the PI and Financial Adviser Services ( FAS ) business performance reporting , leading strategy projects and conduct ing business strategic analysis, competitive research and product/service evaluation reporting.
Core Responsibilities
- Develops and leads complex business strategic, competitive, and product analyses.
- Synthesizes analyses, key findings, and potential solutions into actionable recommendations. Works with senior managers in the business to prepare and deliver materials, including presentations, white papers, case studies, etc.
- Leads the ongoing reporting and planning activities to support and evaluate business performance.
- Interprets and analyses highly complex data using business acumen in order to derive key insights. Verifies the quality, accuracy, and reasonableness of the data. Displays, organizes, and crafts data into a compelling storyline with actionable insight s for the business.
- Stays abreast of industry, market, and business competitive trends. Supports efforts to keep the senior leaders hip team informed of key industry, competitive, and product trends. Recommends new and enhanced capabilities and services.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of eight years related performance and planning experience.
- Strong background in developing and implementing business planning and reporting across business lines .
- Experience in financial/operational modelling with strong analytical & business intelligence skills
- Demonstrated a bility to build strong ra p port across a wide ranging audience of key stakeholders
- Excellent communication and presentation skills to convey key insights and st rategy.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
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.
Our 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.