CareerAddict

Investment Product Planning Analyst

Robert Walters

Posted on Jun 9, 2026 by Robert Walters
London, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time

Investment Product Planning Analyst
Location: London
Role Type: Permanent
Work Setup: Hybrid - 3 days work from office (Tues-Thurs)

Who We Are
Vanguard is a global investment firm known for low-cost funds and ETFs, helping investors achieve long-term financial goals with transparent, disciplined strategies.

What you'll do

  • Maintain and update the UCITS product roadmap, ensuring trackers, version control, and stakeholder-ready summaries are accurate and regularly refreshed
  • Coordinate inputs for product assessments, governance papers, and planning materials, ensuring information is complete, structured, and aligned across stakeholders
  • Support PRD leadership forums, including agendas, pre-reads, meeting logistics, action tracking, and follow-up management to ensure accountability and progress
  • Produce high-quality presentations, briefing packs, and reports by synthesising complex information into clear narratives, visuals, and leadership-ready outputs
  • Provide ongoing governance and reporting support, including status updates, recurring communications, and maintenance of key trackers and documentation
  • Act as a coordination point across cross-functional teams, supporting delivery of planning cycles, projects, and light resource or forecasting inputs where required

What you bring

  • Experience in change management or transformation delivery, ideally supporting large-scale programmes involving process, governance, or organisational change
  • Strong stakeholder management and influencing skills, with the ability to coordinate senior cross-functional partners across Risk, Legal, Compliance, and Product without direct authority
  • Proven PMO or programme coordination experience, including managing complex plans, tracking dependencies, maintaining RAID logs, and supporting portfolio-level reporting
  • Experience supporting governance and executive forums, including preparation of steering committee packs, briefing notes, action tracking, and decision logs
  • Strong communication and analytical capability, with advanced Excel and PowerPoint skills and the ability to translate complex data into clear, executive-ready insights

What's Next?
If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role further.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at (see below) to discuss how we can support you.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.


Reference: 3120085787

https://jobs.careeraddict.com/post/113381175
Robert Walters

Investment Product Planning Analyst

Robert Walters

Posted on Jun 9, 2026 by Robert Walters

Print
London, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time

Investment Product Planning Analyst
Location: London
Role Type: Permanent
Work Setup: Hybrid - 3 days work from office (Tues-Thurs)

Who We Are
Vanguard is a global investment firm known for low-cost funds and ETFs, helping investors achieve long-term financial goals with transparent, disciplined strategies.

What you'll do

  • Maintain and update the UCITS product roadmap, ensuring trackers, version control, and stakeholder-ready summaries are accurate and regularly refreshed
  • Coordinate inputs for product assessments, governance papers, and planning materials, ensuring information is complete, structured, and aligned across stakeholders
  • Support PRD leadership forums, including agendas, pre-reads, meeting logistics, action tracking, and follow-up management to ensure accountability and progress
  • Produce high-quality presentations, briefing packs, and reports by synthesising complex information into clear narratives, visuals, and leadership-ready outputs
  • Provide ongoing governance and reporting support, including status updates, recurring communications, and maintenance of key trackers and documentation
  • Act as a coordination point across cross-functional teams, supporting delivery of planning cycles, projects, and light resource or forecasting inputs where required

What you bring

  • Experience in change management or transformation delivery, ideally supporting large-scale programmes involving process, governance, or organisational change
  • Strong stakeholder management and influencing skills, with the ability to coordinate senior cross-functional partners across Risk, Legal, Compliance, and Product without direct authority
  • Proven PMO or programme coordination experience, including managing complex plans, tracking dependencies, maintaining RAID logs, and supporting portfolio-level reporting
  • Experience supporting governance and executive forums, including preparation of steering committee packs, briefing notes, action tracking, and decision logs
  • Strong communication and analytical capability, with advanced Excel and PowerPoint skills and the ability to translate complex data into clear, executive-ready insights

What's Next?
If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role further.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at (see below) to discuss how we can support you.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.

Print

Reference: 3120085787

Share this job:
CareerAddict

Alert me to jobs like this:

Amplify your job search:

CV/résumé help

Increase interview chances with our downloads and specialist services.

CV Help

Expert career advice

Increase interview chances with our downloads and specialist services.

Visit Blog

Job compatibility

Increase interview chances with our downloads and specialist services.

Start Test