UKPI Investment Offer Analyst (12 month contract) Full Time NEW

Join Vanguard, a global leader in investment management, and play a key role in shaping the future of our UK investment platform. This is an exciting opportunity to work on evolving investment products and services, supporting strategic change and innovation across our platform, direct, and managed service offers. You’ll analyze and map business impacts, support product development, and help maintain our investment roadmap—all while gaining deep insight into the UK investing market. Ideal for someone with financial services experience and strong investment acumen, this hybrid role offers career growth and the chance to make a real impact.

Join Vanguard, a global leader in investment management, and play a key role in shaping the future of our UK investment platform. This is an exciting opportunity to work on evolving investment products and services, supporting strategic change and innovation across our platform, direct, and managed service offers.

You’ll analyze and map business impacts, support product development, and help maintain our investment roadmap—all while gaining deep insight into the UK investing market. Ideal for someone with financial services experience and strong investment acumen, this hybrid role offers career growth and the chance to make a real impact.

Role Description

The UKPI business is growing quickly and at the heart of the offer is the Vanguard investment product. With the UKPI platform and market evolving daily, the proposition and service will need to evolve and require change via new products, services or customer fixes. The opportunity is for a crew member looking to take their career to the next level and develop their skills working on new and existing investment product offers. This role will sit across the offer strategy and change function, supporting the platform, direct and managed service offers. It is a great opportunity for someone looking to understand more about our investment products and how the evolve and are maintained, but also the UK investing market.

Core Responsibilities

• Provides detailed analysis and assessment on investment offer impacts due to product structure change
• Coordinates the clear business impact mapping across the platform for investment change
• Takes the lead on investment proposition analysis to clearly map the business requirements
• Support the lead investment analyst on propositional and product model impacts and sets out investment propositional proposals
• Supports the investment analysts lead in the execution of investment product change
• Support and maintain investment product roadmap
• Ensures propositional & product changes and improvements have had a clear impact assessment with detailed mapping for evidence
• Works across work streams to ensure Investment proposition and deliverables are aligned and achievable to meet business goals in conjunction with Investment lead
• Understands the product regulatory landscape for the platform to aid in the analysis work to complete and work with Stakeholders and Industry to clarify the impact of the change
• Works closely with the business to identify change, working across multiple work streams
• Operate and run the investment change playbooks
• Optimise investment change process for scale

Qualifications (Beneficial But Not Essential)

• BCS International Diploma in Business Analysis
• Chartered Insurance Institute (CII) Award in Financial Administration
• Proven experience working within the financial services sector, working on SIPP, ISA and GA or Advice advantageous
• Experience working within the administration function in a financial services firm
• Investment acumen strong to help shape the core components of platform investment proposition

Special Factors

• Vanguard is not offering sponsorship for this position.
• This is a hybrid position and would require you to work in the London office Tuesday-Thursday.

Why Vanguard?

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

It’s what we stand for: value to investors.

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: 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.