Senior Investment Analyst

The Role

As the UK Personal Investor (UKPI) business and investment offer continue to evolve, there is an increasing need for a coherent, scalable and defensible approach to how investment decisions are made across the platform.

This includes the ongoing development of the fund offer, managed services, targeted support, and cash / liquidity solutions, delivered across Direct-to-Consumer (D2C), managed, and advised customer segments, all of which must remain aligned to client needs, regulatory expectations, and Vanguard's long-term investment philosophy.

The successful candidate will provide strategic leadership across both investment thinking and the methodologies that underpin decision-making. You will be responsible for shaping:

• What the UK investment offer should become (strategic direction and roadmap)
• How decisions are made and assessed (methodology and frameworks)
• How both fund and cash propositions evolve over time

• Define and own the advice methodology underpinning managed services and investment recommendations across D2C, managed and advised propositions, including portfolio construction, modelling approaches, rebalancing logic, and client outcome frameworks
• 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 D2C, managed and advised customer 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, ensuring material issues are surfaced early
• Own the methodology for the UKPI cash and liquidity offer, including MMF positioning and its role within the wider investment offer
• Partner closely with PRD (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 across growth, complexity, risk, and capacity
• Influence senior stakeholders through clear, structured narratives, able to explain and defend methodology, analysis, and recommendations under challenge
• Act as a thought partner to leadership on investment offer direction, risks, and opportunities, role-modelling calm and proportionate decision-making in ambiguity
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• Proven experience of working within 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 investment propositions
• A proven understanding of cash and liquidity solutions (e.g. MMFs) and their role within client portfolios and investment platforms
• Proven 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, able to translate complex modelling and methodology into clear, compelling narratives
• Experience working cross-functionally with product, change, and stakeholder groups
• Strong awareness of the UK retail investment and regulatory environment
• Exceptional judgement with the ability to operate effectively in ambiguous and evolving environments
• High standards of quality, attention to detail, and ownership of outcomes
• Strong alignment with Vanguard's investor-first, long-term philosophy

• 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)